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 | $162,022 | $154,228+5.1% | $145,433+11.4% | $137,256+18.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.02% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $16,231 | $4,804+237.9% | $4,554+256.4% | $4,156+290.5% |
| Participant deferral / active EE | $9,727 | $8,216+18.4% | $7,897+23.2% | $6,407+51.8% |
| Admin fee / account holder | $2,049 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |