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 | $191,683 | $177,572+7.9% | $154,803+23.8% | $142,382+34.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.56% | 65.07%-59.5pp | 58.88%-53.3pp | 217.08%-211.5pp |
| Employer contribution / active EE | $9,685 | $4,810+101.3% | $4,305+124.9% | $4,299+125.3% |
| Participant deferral / active EE | $22,439 | $6,272+257.8% | $5,540+305.0% | $6,507+244.8% |
| Admin fee / account holder | $306 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |