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 | $186,200 | $183,519+1.5% | $155,509+19.7% | $145,922+27.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.37% | 61.17%-54.8pp | 64.67%-58.3pp | 561.29%-554.9pp |
| Employer contribution / active EE | $31,689 | $5,313+496.5% | $4,672+578.2% | $4,660+580.1% |
| Participant deferral / active EE | $13,344 | $6,462+106.5% | $5,626+137.2% | $6,688+99.5% |
| Admin fee / account holder | $19,813 | $19,313+2.6% | $15,912+24.5% | $13,397+47.9% |