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 | $216,346 | $183,592+17.8% | $155,567+39.1% | $145,959+48.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.40% | 61.24%-54.8pp | 64.74%-58.3pp | 561.95%-555.5pp |
| Employer contribution / active EE | $13,501 | $5,315+154.0% | $4,674+188.8% | $4,661+189.7% |
| Participant deferral / active EE | $3,640 | $6,464-43.7% | $5,628-35.3% | $6,689-45.6% |
| Admin fee / account holder | $33,581 | $19,318+73.8% | $15,916+111.0% | $13,398+150.6% |