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 | $177,105 | $175,202+1.1% | $149,673+18.3% | $139,434+27.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.06% | 166.71%-156.6pp | 134.42%-124.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $20,925 | $5,474+282.2% | $4,818+334.3% | $4,751+340.5% |
| Participant deferral / active EE | $9,242 | $6,519+41.8% | $5,680+62.7% | $6,710+37.7% |
| Admin fee / account holder | $102,496 | $16,150+534.6% | $13,210+675.9% | $11,403+798.9% |