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 | $240,154 | $177,572+35.2% | $154,803+55.1% | $142,382+68.7% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 10.95% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $8,667 | $4,810+80.2% | $4,305+101.3% | $4,299+101.6% |
| Participant deferral / active EE | $8,881 | $6,272+41.6% | $5,540+60.3% | $6,507+36.5% |
| Admin fee / account holder | $181,874 | $16,786+983.5% | $14,329+1169.3% | $12,624+1340.7% |