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 | $193,042 | $209,832-8.0% | $189,513+1.9% | $167,490+15.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.81% | 748.27%-743.5pp | 555.15%-550.3pp | 478.56%-473.7pp |
| Employer contribution / active EE | $4,000 | $6,914-42.1% | $6,162-35.1% | $4,837-17.3% |
| Participant deferral / active EE | $8,000 | $8,935-10.5% | $8,221-2.7% | $6,341+26.2% |
| Admin fee / account holder | $1,185 | $14,293-91.7% | $12,045-90.2% | $12,309-90.4% |