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 | $142,185 | $74,888+89.9% | $71,209+99.7% | $142,382-0.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 11.83% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $16,821 | $2,854+489.3% | $2,721+518.2% | $4,299+291.3% |
| Participant deferral / active EE | $5,534 | $4,454+24.2% | $4,175+32.5% | $6,507-15.0% |
| Admin fee / account holder | $30,585 | $5,568+449.3% | $5,349+471.8% | $12,624+142.3% |