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 | $166,620 | $159,602+4.4% | $150,045+11.0% | $142,382+17.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.89% | 70.24%-62.3pp | 62.55%-54.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $16,881 | $4,961+240.3% | $4,693+259.7% | $4,299+292.7% |
| Participant deferral / active EE | $20,900 | $8,310+151.5% | $7,997+161.3% | $6,507+221.2% |
| Admin fee / account holder | $1,221 | $14,846-91.8% | $13,435-90.9% | $12,624-90.3% |