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 | $182,798 | $214,378-14.7% | $200,582-8.9% | $142,382+28.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.59% | 46.41%-36.8pp | 42.33%-32.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $18,548 | $6,841+171.1% | $6,419+189.0% | $4,299+331.4% |
| Participant deferral / active EE | $38,833 | $9,865+293.7% | $9,331+316.2% | $6,507+496.8% |
| Admin fee / account holder | $354 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |