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 | $194,005 | $176,056+10.2% | $159,436+21.7% | $167,490+15.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.64% | 331.75%-323.1pp | 263.57%-254.9pp | 478.56%-469.9pp |
| Employer contribution / active EE | $16,872 | $5,297+218.5% | $4,829+249.4% | $4,837+248.8% |
| Participant deferral / active EE | $4,740 | $7,750-38.8% | $7,352-35.5% | $6,341-25.3% |
| Admin fee / account holder | $201,325 | $12,554+1503.7% | $10,799+1764.4% | $12,309+1535.6% |