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 | $167,589 | $159,602+5.0% | $150,045+11.7% | $142,382+17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.85% | 70.24%-61.4pp | 62.55%-53.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $38,843 | $4,961+683.0% | $4,693+727.7% | $4,299+803.5% |
| Participant deferral / active EE | $11,536 | $8,310+38.8% | $7,997+44.3% | $6,507+77.3% |
| Admin fee / account holder | $112,824 | $14,846+659.9% | $13,435+739.8% | $12,624+793.7% |