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 7-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 | $180,090 | $159,602+12.8% | $150,045+20.0% | $142,382+26.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.28% | 70.24%-61.0pp | 62.55%-53.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $20,050 | $4,961+304.2% | $4,693+327.2% | $4,299+366.4% |
| Participant deferral / active EE | $11,156 | $8,310+34.2% | $7,997+39.5% | $6,507+71.4% |
| Admin fee / account holder | $2,264 | $14,846-84.8% | $13,435-83.2% | $12,624-82.1% |