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 8-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 | $242,819 | $214,378+13.3% | $200,582+21.1% | $142,382+70.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.50% | 46.41%-35.9pp | 42.33%-31.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,982 | $6,841-41.8% | $6,419-38.0% | $4,299-7.4% |
| Participant deferral / active EE | $15,562 | $9,865+57.8% | $9,331+66.8% | $6,507+139.2% |
| Admin fee / account holder | $34,489 | $17,692+94.9% | $16,305+111.5% | $12,624+173.2% |