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 | $202,272 | $159,602+26.7% | $150,045+34.8% | $142,382+42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.96% | 70.24%-61.3pp | 62.55%-53.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $7,199 | $4,961+45.1% | $4,693+53.4% | $4,299+67.4% |
| Participant deferral / active EE | $32,103 | $8,310+286.3% | $7,997+301.4% | $6,507+393.3% |
| Admin fee / account holder | $191,290 | $14,846+1188.5% | $13,435+1323.8% | $12,624+1415.3% |