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 | $131,431 | $74,888+75.5% | $71,209+84.6% | $142,382-7.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.76% | 345.14%-339.4pp | 282.51%-276.7pp | 217.08%-211.3pp |
| Employer contribution / active EE | $3,720 | $2,854+30.3% | $2,721+36.7% | $4,299-13.5% |
| Participant deferral / active EE | $14,241 | $4,454+219.7% | $4,175+241.1% | $6,507+118.9% |
| Admin fee / account holder | $7,099 | $5,568+27.5% | $5,349+32.7% | $12,624-43.8% |