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 | $183,519+17.9% | $155,509+39.1% | $145,922+48.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.40% | 61.17%-54.8pp | 64.67%-58.3pp | 561.29%-554.9pp |
| Employer contribution / active EE | $13,501 | $5,313+154.1% | $4,672+188.9% | $4,660+189.7% |
| Participant deferral / active EE | $3,640 | $6,462-43.7% | $5,626-35.3% | $6,688-45.6% |
| Admin fee / account holder | $33,581 | $19,313+73.9% | $15,912+111.0% | $13,397+150.7% |