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 | $161,709 | $202,318-20.1% | $172,739-6.4% | $152,861+5.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.30% | 1029.65%-1017.4pp | 802.84%-790.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $23,511 | $5,856+301.5% | $5,143+357.2% | $4,762+393.7% |
| Participant deferral / active EE | $25,126 | $5,948+322.4% | $5,198+383.4% | $5,850+329.5% |
| Admin fee / account holder | $831 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |