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 | $121,079 | $109,982+10.1% | $97,226+24.5% | $145,922-17.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.56% | 242.90%-237.3pp | 75.13%-69.6pp | 561.29%-555.7pp |
| Employer contribution / active EE | $5,071 | $3,084+64.4% | $2,729+85.8% | $4,660+8.8% |
| Participant deferral / active EE | $10,904 | $4,676+133.2% | $4,264+155.7% | $6,688+63.0% |
| Admin fee / account holder | $100,004 | $6,221+1507.6% | $5,654+1668.9% | $13,397+646.5% |