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 | $229,676 | $148,534+54.6% | $135,903+69.0% | $139,434+64.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.20% | 79.19%-68.0pp | 68.23%-57.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $9,625 | $5,243+83.6% | $4,856+98.2% | $4,751+102.6% |
| Participant deferral / active EE | $6,048 | $8,100-25.3% | $7,758-22.0% | $6,710-9.9% |
| Admin fee / account holder | $14,005 | $12,400+12.9% | $10,762+30.1% | $11,403+22.8% |