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 | $210,526 | $177,572+18.6% | $154,803+36.0% | $142,382+47.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.27% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $6,300 | $4,810+31.0% | $4,305+46.3% | $4,299+46.5% |
| Participant deferral / active EE | $5,434 | $6,272-13.4% | $5,540-1.9% | $6,507-16.5% |
| Admin fee / account holder | $4,095 | $16,786-75.6% | $14,329-71.4% | $12,624-67.6% |