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 | $97,428 | $114,381-14.8% | $107,525-9.4% | $142,382-31.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.29% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $4,160 | $4,015+3.6% | $3,754+10.8% | $4,299-3.2% |
| Participant deferral / active EE | $15,157 | $5,564+172.4% | $5,116+196.3% | $6,507+132.9% |
| Admin fee / account holder | $12,659 | $9,860+28.4% | $8,919+41.9% | $12,624+0.3% |