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 | $162,519 | $177,572-8.5% | $154,803+5.0% | $142,382+14.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.45% | 65.07%-58.6pp | 58.88%-52.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $16,587 | $4,810+244.8% | $4,305+285.3% | $4,299+285.8% |
| Participant deferral / active EE | $14,496 | $6,272+131.1% | $5,540+161.6% | $6,507+122.8% |
| Admin fee / account holder | $22,345 | $16,786+33.1% | $14,329+55.9% | $12,624+77.0% |