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 8-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 | $120,804 | $214,378-43.6% | $200,582-39.8% | $142,382-15.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.78% | 46.41%-36.6pp | 42.33%-32.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,597 | $6,841-62.0% | $6,419-59.5% | $4,299-39.6% |
| Participant deferral / active EE | $17,942 | $9,865+81.9% | $9,331+92.3% | $6,507+175.7% |
| Admin fee / account holder | $97,507 | $17,692+451.1% | $16,305+498.0% | $12,624+672.4% |