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 4-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 | $144,537 | $74,888+93.0% | $71,209+103.0% | $142,382+1.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.86% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $18,120 | $2,854+534.8% | $2,721+565.9% | $4,299+321.5% |
| Participant deferral / active EE | $18,120 | $4,454+306.8% | $4,175+334.0% | $6,507+178.5% |
| Admin fee / account holder | $889 | $5,568-84.0% | $5,349-83.4% | $12,624-93.0% |