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 | $203,836 | $209,411-2.7% | $178,490+14.2% | $158,922+28.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.90% | 188.75%-183.9pp | 151.07%-146.2pp | 302.83%-297.9pp |
| Employer contribution / active EE | $23,429 | $5,706+310.6% | $5,011+367.6% | $4,761+392.1% |
| Participant deferral / active EE | $12,347 | $5,954+107.4% | $5,202+137.4% | $5,982+106.4% |
| Admin fee / account holder | $20,000 | $17,074+17.1% | $13,984+43.0% | $11,246+77.8% |