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 6-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 | $164,093 | $159,602+2.8% | $150,045+9.4% | $142,382+15.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.07% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $22,717 | $4,961+358.0% | $4,693+384.1% | $4,299+428.4% |
| Participant deferral / active EE | $4,800 | $8,310-42.2% | $7,997-40.0% | $6,507-26.2% |
| Admin fee / account holder | $597 | $14,846-96.0% | $13,435-95.6% | $12,624-95.3% |