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 | $147,029 | $183,592-19.9% | $155,567-5.5% | $145,959+0.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.73% | 61.24%-52.5pp | 64.74%-56.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $22,846 | $5,315+329.9% | $4,674+388.8% | $4,661+390.2% |
| Participant deferral / active EE | $11,500 | $6,464+77.9% | $5,628+104.3% | $6,689+71.9% |
| Admin fee / account holder | $1,650 | $19,318-91.5% | $15,916-89.6% | $13,398-87.7% |