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 | $217,548 | $175,202+24.2% | $149,673+45.3% | $139,434+56.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.99% | 166.71%-159.7pp | 134.42%-127.4pp | 372.94%-366.0pp |
| Employer contribution / active EE | $14,946 | $5,474+173.0% | $4,818+210.2% | $4,751+214.6% |
| Participant deferral / active EE | $9,000 | $6,519+38.1% | $5,680+58.5% | $6,710+34.1% |
| Admin fee / account holder | $1,484 | $16,150-90.8% | $13,210-88.8% | $11,403-87.0% |