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 8-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 | $187,674 | $201,272-6.8% | $184,203+1.9% | $145,922+28.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.84% | 29.00%-22.2pp | 28.81%-22.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $12,150 | $7,022+73.0% | $6,427+89.0% | $4,660+160.8% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,131+234.0% | $6,688+356.1% |
| Admin fee / account holder | $2,171 | $16,364-86.7% | $13,901-84.4% | $13,397-83.8% |