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 | $171,737 | $144,119+19.2% | $117,854+45.7% | $147,584+16.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.20% | 531.15%-523.9pp | 335.08%-327.9pp | 578.55%-571.3pp |
| Employer contribution / active EE | $15,607 | $4,896+218.7% | $3,786+312.2% | $4,876+220.1% |
| Participant deferral / active EE | $10,008 | $5,316+88.3% | $4,482+123.3% | $5,439+84.0% |
| Admin fee / account holder | $530 | $10,886-95.1% | $8,020-93.4% | $10,885-95.1% |