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 9-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 | $180,905 | $159,602+13.3% | $150,045+20.6% | $142,382+27.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.99% | 70.24%-58.2pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $5,786 | $4,961+16.6% | $4,693+23.3% | $4,299+34.6% |
| Participant deferral / active EE | $8,251 | $8,310-0.7% | $7,997+3.2% | $6,507+26.8% |
| Admin fee / account holder | $59,242 | $14,846+299.0% | $13,435+341.0% | $12,624+369.3% |