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 | $197,071 | $201,272-2.1% | $184,203+7.0% | $145,922+35.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.24% | 29.00%-19.8pp | 28.81%-19.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $11,375 | $7,022+62.0% | $6,427+77.0% | $4,660+144.1% |
| Participant deferral / active EE | $14,571 | $9,806+48.6% | $9,131+59.6% | $6,688+117.9% |
| Admin fee / account holder | $49,271 | $16,364+201.1% | $13,901+254.4% | $13,397+267.8% |