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 | $109,860 | $74,888+46.7% | $71,209+54.3% | $142,382-22.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.74% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,285 | $2,854+120.2% | $2,721+131.0% | $4,299+46.2% |
| Participant deferral / active EE | $14,806 | $4,454+232.4% | $4,175+254.6% | $6,507+127.5% |
| Admin fee / account holder | $20,106 | $5,568+261.1% | $5,349+275.9% | $12,624+59.3% |