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 7-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 | $113,695 | $115,770-1.8% | $101,248+12.3% | $158,922-28.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.97% | 56.14%-52.2pp | 46.47%-42.5pp | 302.83%-298.9pp |
| Employer contribution / active EE | $18,606 | $4,175+345.7% | $3,660+408.4% | $4,761+290.8% |
| Participant deferral / active EE | $13,000 | $4,957+162.2% | $4,370+197.5% | $5,982+117.3% |
| Admin fee / account holder | $2,722 | $7,245-62.4% | $5,945-54.2% | $11,246-75.8% |