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 | $200,261 | $175,202+14.3% | $149,673+33.8% | $139,434+43.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.68% | 166.71%-159.0pp | 134.42%-126.7pp | 372.94%-365.3pp |
| Employer contribution / active EE | $13,104 | $5,474+139.4% | $4,818+172.0% | $4,751+175.8% |
| Participant deferral / active EE | $7,606 | $6,519+16.7% | $5,680+33.9% | $6,710+13.3% |
| Admin fee / account holder | $2,168 | $16,150-86.6% | $13,210-83.6% | $11,403-81.0% |