See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,401 | $176,056+20.1% | $159,436+32.6% | $167,490+26.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.76% | 331.75%-325.0pp | 263.57%-256.8pp | 478.56%-471.8pp |
| Employer contribution / active EE | $3,663 | $5,297-30.8% | $4,829-24.2% | $4,837-24.3% |
| Participant deferral / active EE | $23,833 | $7,750+207.5% | $7,352+224.2% | $6,341+275.8% |
| Admin fee / account holder | $1,170 | $12,554-90.7% | $10,799-89.2% | $12,309-90.5% |