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 9-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 | $220,030 | $159,602+37.9% | $150,045+46.6% | $142,382+54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.87% | 70.24%-66.4pp | 62.55%-58.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $30,308 | $4,961+511.0% | $4,693+545.8% | $4,299+605.0% |
| Participant deferral / active EE | $15,313 | $8,310+84.3% | $7,997+91.5% | $6,507+135.3% |
| Admin fee / account holder | $6,856 | $14,846-53.8% | $13,435-49.0% | $12,624-45.7% |