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 | $200,678 | $176,056+14.0% | $159,436+25.9% | $167,490+19.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.59% | 331.75%-322.2pp | 263.57%-254.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $25,000 | $5,297+372.0% | $4,829+417.7% | $4,837+416.8% |
| Participant deferral / active EE | $22,375 | $7,750+188.7% | $7,352+204.3% | $6,341+252.8% |
| Admin fee / account holder | $2,574 | $12,554-79.5% | $10,799-76.2% | $12,309-79.1% |