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 | $118,458 | $124,281-4.7% | $109,143+8.5% | $167,490-29.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.46% | 26.04%-19.6pp | 25.75%-19.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $7,405 | $4,207+76.0% | $3,722+98.9% | $4,837+53.1% |
| Participant deferral / active EE | $10,745 | $5,255+104.5% | $4,653+130.9% | $6,341+69.5% |
| Admin fee / account holder | $701 | $7,970-91.2% | $6,752-89.6% | $12,309-94.3% |