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 | $185,002 | $183,519+0.8% | $155,509+19.0% | $145,922+26.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.05% | 61.17%-56.1pp | 64.67%-59.6pp | 561.29%-556.2pp |
| Employer contribution / active EE | $35,613 | $5,313+570.3% | $4,672+662.2% | $4,660+664.3% |
| Participant deferral / active EE | $20,315 | $6,462+214.3% | $5,626+261.1% | $6,688+203.8% |
| Admin fee / account holder | $3,649 | $19,313-81.1% | $15,912-77.1% | $13,397-72.8% |