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 | $199,687 | $198,466+0.6% | $170,442+17.2% | $147,584+35.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.62% | 257.29%-249.7pp | 205.93%-198.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $13,270 | $6,184+114.6% | $5,433+144.3% | $4,876+172.1% |
| Participant deferral / active EE | $6,113 | $5,629+8.6% | $4,939+23.8% | $5,439+12.4% |
| Admin fee / account holder | $1,807 | $16,852-89.3% | $13,880-87.0% | $10,885-83.4% |