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 10-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 | $227,685 | $175,202+30.0% | $149,673+52.1% | $139,434+63.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.43% | 166.71%-158.3pp | 134.42%-126.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $13,059 | $5,474+138.6% | $4,818+171.1% | $4,751+174.9% |
| Participant deferral / active EE | $6,629 | $6,519+1.7% | $5,680+16.7% | $6,710-1.2% |
| Admin fee / account holder | $13,867 | $16,150-14.1% | $13,210+5.0% | $11,403+21.6% |