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 | $232,393 | $214,378+8.4% | $200,582+15.9% | $142,382+63.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.35% | 46.41%-38.1pp | 42.33%-34.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $21,179 | $6,841+209.6% | $6,419+230.0% | $4,299+392.6% |
| Participant deferral / active EE | $8,866 | $9,865-10.1% | $9,331-5.0% | $6,507+36.2% |
| Admin fee / account holder | $9,805 | $17,692-44.6% | $16,305-39.9% | $12,624-22.3% |