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 | $197,478 | $177,572+11.2% | $154,803+27.6% | $142,382+38.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.64% | 65.07%-56.4pp | 58.88%-50.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $11,490 | $4,810+138.9% | $4,305+166.9% | $4,299+167.3% |
| Participant deferral / active EE | $21,000 | $6,272+234.8% | $5,540+279.0% | $6,507+222.7% |
| Admin fee / account holder | $120,450 | $16,786+617.6% | $14,329+740.6% | $12,624+854.2% |