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 | $189,659 | $209,336-9.4% | $197,124-3.8% | $137,256+38.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.84% | 48.09%-38.3pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $20,374 | $6,591+209.1% | $6,227+227.2% | $4,156+390.2% |
| Participant deferral / active EE | $37,262 | $9,614+287.6% | $9,135+307.9% | $6,407+481.6% |
| Admin fee / account holder | $119,480 | $17,308+590.3% | $16,298+633.1% | $12,270+873.7% |