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 | $219,437 | $197,591+11.1% | $177,821+23.4% | $158,922+38.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.51% | 58.76%-58.2pp | 48.32%-47.8pp | 302.83%-302.3pp |
| Employer contribution / active EE | $14,947 | $6,697+123.2% | $5,918+152.6% | $4,761+213.9% |
| Participant deferral / active EE | $8,667 | $8,405+3.1% | $7,714+12.3% | $5,982+44.9% |
| Admin fee / account holder | $8,667 | $15,399-43.7% | $12,427-30.3% | $11,246-22.9% |