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 9-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 | $182,637 | $124,281+47.0% | $109,143+67.3% | $167,490+9.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.51% | 26.04%-17.5pp | 25.75%-17.2pp | 478.56%-470.1pp |
| Employer contribution / active EE | $4,851 | $4,207+15.3% | $3,722+30.3% | $4,837+0.3% |
| Participant deferral / active EE | $14,288 | $5,255+171.9% | $4,653+207.1% | $6,341+125.3% |
| Admin fee / account holder | $38,331 | $7,970+381.0% | $6,752+467.7% | $12,309+211.4% |