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 6-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 | $149,299 | $100,773+48.2% | $88,946+67.9% | $142,382+4.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.18% | 70.18%-60.0pp | 57.82%-47.6pp | 217.08%-206.9pp |
| Employer contribution / active EE | $4,147 | $2,918+42.1% | $2,555+62.3% | $4,299-3.5% |
| Participant deferral / active EE | $14,628 | $5,230+179.7% | $4,581+219.3% | $6,507+124.8% |
| Admin fee / account holder | $1,008 | $9,693-89.6% | $8,261-87.8% | $12,624-92.0% |