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 | $200,911 | $159,602+25.9% | $150,045+33.9% | $142,382+41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.39% | 70.24%-63.8pp | 62.55%-56.2pp | 217.08%-210.7pp |
| Employer contribution / active EE | $40,848 | $4,961+723.5% | $4,693+770.4% | $4,299+850.2% |
| Participant deferral / active EE | $8,069 | $8,310-2.9% | $7,997+0.9% | $6,507+24.0% |
| Admin fee / account holder | $1,384 | $14,846-90.7% | $13,435-89.7% | $12,624-89.0% |