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 | $199,437 | $171,865+16.0% | $149,718+33.2% | $147,584+35.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.97% | 2113.22%-2109.3pp | 1501.63%-1497.7pp | 578.55%-574.6pp |
| Employer contribution / active EE | $8,350 | $6,275+33.1% | $5,445+53.3% | $4,876+71.2% |
| Participant deferral / active EE | $5,798 | $7,271-20.3% | $6,569-11.7% | $5,439+6.6% |
| Admin fee / account holder | $3,191 | $13,799-76.9% | $11,283-71.7% | $10,885-70.7% |