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 | $204,103 | $209,411-2.5% | $178,490+14.4% | $158,922+28.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.91% | 188.75%-183.8pp | 151.07%-146.2pp | 302.83%-297.9pp |
| Employer contribution / active EE | $25,826 | $5,706+352.6% | $5,011+415.4% | $4,761+442.4% |
| Participant deferral / active EE | $12,667 | $5,954+112.7% | $5,202+143.5% | $5,982+111.7% |
| Admin fee / account holder | $254,385 | $17,074+1389.9% | $13,984+1719.1% | $11,246+2162.1% |