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 7-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 | $178,836 | $159,602+12.1% | $150,045+19.2% | $142,382+25.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.13% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $25,331 | $4,961+410.6% | $4,693+439.7% | $4,299+489.2% |
| Participant deferral / active EE | $13,110 | $8,310+57.8% | $7,997+63.9% | $6,507+101.5% |
| Admin fee / account holder | $1,624 | $14,846-89.1% | $13,435-87.9% | $12,624-87.1% |