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 | $199,144 | $177,572+12.1% | $154,803+28.6% | $142,382+39.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.80% | 65.07%-58.3pp | 58.88%-52.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $11,341 | $4,810+135.8% | $4,305+163.4% | $4,299+163.8% |
| Participant deferral / active EE | $8,724 | $6,272+39.1% | $5,540+57.5% | $6,507+34.1% |
| Admin fee / account holder | $201,347 | $16,786+1099.5% | $14,329+1305.2% | $12,624+1495.0% |