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 | $177,490 | $175,202+1.3% | $149,673+18.6% | $139,434+27.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.83% | 166.71%-156.9pp | 134.42%-124.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $8,782 | $5,474+60.4% | $4,818+82.3% | $4,751+84.8% |
| Participant deferral / active EE | $6,257 | $6,519-4.0% | $5,680+10.2% | $6,710-6.7% |
| Admin fee / account holder | $68,972 | $16,150+327.1% | $13,210+422.1% | $11,403+504.9% |