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 | $212,738 | $89,753+137.0% | $107,525+97.9% | $84,808+150.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.83% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,579 | $3,113+15.0% | $3,754-4.6% | $2,631+36.0% |
| Participant deferral / active EE | $8,386 | $4,056+106.7% | $5,116+63.9% | $4,212+99.1% |
| Admin fee / account holder | $3,365 | $7,222-53.4% | $8,919-62.3% | $7,344-54.2% |