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 | $222,524 | $217,402+2.4% | $185,823+19.8% | $167,490+32.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.90% | 148.36%-140.5pp | 122.05%-114.2pp | 478.56%-470.7pp |
| Employer contribution / active EE | $13,634 | $5,873+132.1% | $5,167+163.9% | $4,837+181.8% |
| Participant deferral / active EE | $17,167 | $6,356+170.1% | $5,568+208.3% | $6,341+170.7% |
| Admin fee / account holder | $1,933 | $19,811-90.2% | $16,237-88.1% | $12,309-84.3% |