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 | $212,697 | $209,336+1.6% | $197,124+7.9% | $137,256+55.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.97% | 48.09%-38.1pp | 44.34%-34.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $19,654 | $6,591+198.2% | $6,227+215.6% | $4,156+372.9% |
| Participant deferral / active EE | $21,866 | $9,614+127.4% | $9,135+139.4% | $6,407+241.3% |
| Admin fee / account holder | $121,061 | $17,308+599.5% | $16,298+642.8% | $12,270+886.6% |