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 | $174,551 | $172,111+1.4% | $150,298+16.1% | $137,256+27.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.04% | 69.37%-66.3pp | 62.79%-59.7pp | 220.34%-217.3pp |
| Employer contribution / active EE | $11,911 | $4,636+156.9% | $4,154+186.7% | $4,156+186.6% |
| Participant deferral / active EE | $10,022 | $6,166+62.5% | $5,453+83.8% | $6,407+56.4% |
| Admin fee / account holder | $320,151 | $16,471+1843.7% | $14,116+2168.0% | $12,270+2509.2% |