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 | $215,704 | $106,584+102.4% | $101,326+112.9% | $142,382+51.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.56% | 36.93%-28.4pp | 36.82%-28.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $11,872 | $3,956+200.1% | $3,665+223.9% | $4,299+176.2% |
| Participant deferral / active EE | $11,856 | $8,297+42.9% | $7,994+48.3% | $6,507+82.2% |
| Admin fee / account holder | $2,248 | $11,446-80.4% | $11,185-79.9% | $12,624-82.2% |