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 6-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 | $229,838 | $159,602+44.0% | $150,045+53.2% | $142,382+61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.15% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $65,339 | $4,961+1217.2% | $4,693+1292.2% | $4,299+1419.8% |
| Participant deferral / active EE | $49,200 | $8,310+492.0% | $7,997+515.2% | $6,507+656.1% |
| Admin fee / account holder | $232,288 | $14,846+1464.6% | $13,435+1629.0% | $12,624+1740.1% |