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 | $166,465 | $159,602+4.3% | $150,045+10.9% | $142,382+16.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.19% | 70.24%-60.1pp | 62.55%-52.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $18,499 | $4,961+272.9% | $4,693+294.2% | $4,299+330.3% |
| Participant deferral / active EE | $12,112 | $8,310+45.7% | $7,997+51.5% | $6,507+86.1% |
| Admin fee / account holder | $8,144 | $14,846-45.1% | $13,435-39.4% | $12,624-35.5% |