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 8-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 | $138,563 | $209,832-34.0% | $189,513-26.9% | $167,490-17.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.04% | 748.27%-741.2pp | 555.15%-548.1pp | 478.56%-471.5pp |
| Employer contribution / active EE | $6,741 | $6,914-2.5% | $6,162+9.4% | $4,837+39.3% |
| Participant deferral / active EE | $23,201 | $8,935+159.7% | $8,221+182.2% | $6,341+265.9% |
| Admin fee / account holder | $39,571 | $14,293+176.8% | $12,045+228.5% | $12,309+221.5% |