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 9-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 | $225,453 | $177,572+27.0% | $154,803+45.6% | $142,382+58.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.30% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,746 | $4,810-22.1% | $4,305-13.0% | $4,299-12.9% |
| Participant deferral / active EE | $5,856 | $6,272-6.6% | $5,540+5.7% | $6,507-10.0% |
| Admin fee / account holder | $1,316 | $16,786-92.2% | $14,329-90.8% | $12,624-89.6% |