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 4-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 | $182,464 | $74,888+143.6% | $71,209+156.2% | $142,382+28.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.60% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,790 | $2,854-2.3% | $2,721+2.5% | $4,299-35.1% |
| Participant deferral / active EE | $4,472 | $4,454+0.4% | $4,175+7.1% | $6,507-31.3% |
| Admin fee / account holder | $1,979 | $5,568-64.5% | $5,349-63.0% | $12,624-84.3% |