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 | $154,156 | $148,534+3.8% | $135,903+13.4% | $139,434+10.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.68% | 79.19%-67.5pp | 68.23%-56.5pp | 372.94%-361.3pp |
| Employer contribution / active EE | $8,275 | $5,243+57.8% | $4,856+70.4% | $4,751+74.2% |
| Participant deferral / active EE | $4,286 | $8,100-47.1% | $7,758-44.8% | $6,710-36.1% |
| Admin fee / account holder | $4,944 | $12,400-60.1% | $10,762-54.1% | $11,403-56.6% |