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 | $238,777 | $106,584+124.0% | $101,326+135.7% | $142,382+67.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.95% | 36.93%-25.0pp | 36.82%-24.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $12,293 | $3,956+210.8% | $3,665+235.4% | $4,299+185.9% |
| Participant deferral / active EE | $12,245 | $8,297+47.6% | $7,994+53.2% | $6,507+88.2% |
| Admin fee / account holder | $137,492 | $11,446+1101.2% | $11,185+1129.3% | $12,624+989.2% |