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 | $142,228 | $202,318-29.7% | $172,739-17.7% | $152,861-7.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.60% | 1029.65%-1019.0pp | 802.84%-792.2pp | 345.32%-334.7pp |
| Employer contribution / active EE | $9,659 | $5,856+64.9% | $5,143+87.8% | $4,762+102.8% |
| Participant deferral / active EE | $12,594 | $5,948+111.7% | $5,198+142.3% | $5,850+115.3% |
| Admin fee / account holder | $27,780 | $17,109+62.4% | $13,954+99.1% | $11,596+139.6% |