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 | $158,398-3.3% | $126,539+21.1% | $142,382+7.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.98% | 593.76%-584.8pp | 425.95%-417.0pp | 217.08%-208.1pp |
| Employer contribution / active EE | $16,491 | $4,650+254.6% | $3,674+348.9% | $4,299+283.6% |
| Participant deferral / active EE | $23,500 | $4,767+393.0% | $4,083+475.6% | $6,507+261.1% |
| Admin fee / account holder | $2,593 | $6,918-62.5% | $6,065-57.3% | $12,624-79.5% |