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 | $212,295 | $227,553-6.7% | $189,557+12.0% | $167,490+26.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 2.69% | 78.40%-75.7pp | 64.17%-61.5pp | 478.56%-475.9pp |
| Employer contribution / active EE | $9,719 | $5,316+82.8% | $4,412+120.3% | $4,837+100.9% |
| Participant deferral / active EE | $6,074 | $7,002-13.2% | $6,174-1.6% | $6,341-4.2% |
| Admin fee / account holder | $17,067 | $11,878+43.7% | $9,807+74.0% | $12,309+38.7% |