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 7-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 | $110,084 | $100,773+9.2% | $88,946+23.8% | $142,382-22.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.35% | 70.18%-61.8pp | 57.82%-49.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $14,254 | $2,918+388.6% | $2,555+457.9% | $4,299+231.6% |
| Participant deferral / active EE | $9,300 | $5,230+77.8% | $4,581+103.0% | $6,507+42.9% |
| Admin fee / account holder | $52,631 | $9,693+443.0% | $8,261+537.1% | $12,624+316.9% |