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 | $234,560 | $217,402+7.9% | $185,823+26.2% | $167,490+40.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.12% | 148.36%-140.2pp | 122.05%-113.9pp | 478.56%-470.4pp |
| Employer contribution / active EE | $11,001 | $5,873+87.3% | $5,167+112.9% | $4,837+127.4% |
| Participant deferral / active EE | $8,501 | $6,356+33.7% | $5,568+52.7% | $6,341+34.1% |
| Admin fee / account holder | $19,484 | $19,811-1.7% | $16,237+20.0% | $12,309+58.3% |