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 | $218,576 | $217,402+0.5% | $185,823+17.6% | $167,490+30.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.45% | 148.36%-139.9pp | 122.05%-113.6pp | 478.56%-470.1pp |
| Employer contribution / active EE | $15,275 | $5,873+160.1% | $5,167+195.6% | $4,837+215.8% |
| Participant deferral / active EE | $5,315 | $6,356-16.4% | $5,568-4.5% | $6,341-16.2% |
| Admin fee / account holder | $4,422 | $19,811-77.7% | $16,237-72.8% | $12,309-64.1% |