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 4-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 | $153,185 | $149,040+2.8% | $120,225+27.4% | $137,256+11.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.98% | 605.68%-596.7pp | 439.23%-430.2pp | 220.34%-211.4pp |
| Employer contribution / active EE | $16,491 | $4,350+279.1% | $3,475+374.5% | $4,156+296.8% |
| Participant deferral / active EE | $23,500 | $4,655+404.9% | $3,999+487.7% | $6,407+266.8% |
| Admin fee / account holder | $2,593 | $6,348-59.2% | $5,696-54.5% | $12,270-78.9% |