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 | $134,558 | $99,921+34.7% | $85,009+58.3% | $145,959-7.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.65% | 83.89%-78.2pp | 66.47%-60.8pp | 561.95%-556.3pp |
| Employer contribution / active EE | $2,878 | $3,233-11.0% | $2,728+5.5% | $4,661-38.3% |
| Participant deferral / active EE | $16,700 | $5,293+215.5% | $4,522+269.3% | $6,689+149.7% |
| Admin fee / account holder | $1,704 | $7,252-76.5% | $6,153-72.3% | $13,398-87.3% |