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 | $199,565 | $185,200+7.8% | $142,863+39.7% | $167,490+19.2% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 7.01% | 8555.70%-8548.7pp | 5637.54%-5630.5pp | 478.56%-471.5pp |
| Employer contribution / active EE | $9,850 | $5,604+75.8% | $4,144+137.7% | $4,837+103.6% |
| Participant deferral / active EE | $4,754 | $4,494+5.8% | $3,837+23.9% | $6,341-25.0% |
| Admin fee / account holder | $657 | $8,031-91.8% | $6,560-90.0% | $12,309-94.7% |