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 | $239,282 | $154,228+55.1% | $145,433+64.5% | $137,256+74.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.87% | 74.59%-70.7pp | 66.58%-62.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $2,896 | $4,804-39.7% | $4,554-36.4% | $4,156-30.3% |
| Participant deferral / active EE | $23,000 | $8,216+179.9% | $7,897+191.2% | $6,407+259.0% |
| Admin fee / account holder | $6,034 | $14,344-57.9% | $13,129-54.0% | $12,270-50.8% |