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 5-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 | $164,421 | $154,228+6.6% | $145,433+13.1% | $137,256+19.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.97% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $6,880 | $4,804+43.2% | $4,554+51.1% | $4,156+65.5% |
| Participant deferral / active EE | $44,706 | $8,216+444.1% | $7,897+466.1% | $6,407+597.8% |
| Admin fee / account holder | $175,201 | $14,344+1121.5% | $13,129+1234.5% | $12,270+1327.9% |