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 10-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 | $194,246 | $214,378-9.4% | $200,582-3.2% | $142,382+36.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.66% | 46.41%-34.7pp | 42.33%-30.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $13,149 | $6,841+92.2% | $6,419+104.8% | $4,299+205.8% |
| Participant deferral / active EE | $15,627 | $9,865+58.4% | $9,331+67.5% | $6,507+140.2% |
| Admin fee / account holder | $641 | $17,692-96.4% | $16,305-96.1% | $12,624-94.9% |