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 5-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 | $216,739 | $106,584+103.4% | $101,326+113.9% | $142,382+52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.69% | 36.93%-25.2pp | 36.82%-25.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $11,659 | $3,956+194.7% | $3,665+218.1% | $4,299+171.2% |
| Participant deferral / active EE | $34,126 | $8,297+311.3% | $7,994+326.9% | $6,507+424.4% |
| Admin fee / account holder | $21,848 | $11,446+90.9% | $11,185+95.3% | $12,624+73.1% |