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 | $195,042 | $198,466-1.7% | $170,442+14.4% | $147,584+32.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.75% | 257.29%-248.5pp | 205.93%-197.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $2,464 | $6,184-60.2% | $5,433-54.7% | $4,876-49.5% |
| Participant deferral / active EE | $16,347 | $5,629+190.4% | $4,939+230.9% | $5,439+200.6% |
| Admin fee / account holder | $3,977 | $16,852-76.4% | $13,880-71.3% | $10,885-63.5% |