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 | $204,939 | $197,591+3.7% | $177,821+15.3% | $158,922+29.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.39% | 58.76%-53.4pp | 48.32%-42.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $5,658 | $6,697-15.5% | $5,918-4.4% | $4,761+18.8% |
| Participant deferral / active EE | $15,576 | $8,405+85.3% | $7,714+101.9% | $5,982+160.4% |
| Admin fee / account holder | $66,660 | $15,399+332.9% | $12,427+436.4% | $11,246+492.8% |