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 | $155,093 | $159,901-3.0% | $146,958+5.5% | $145,922+6.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.13% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $8,785 | $5,286+66.2% | $4,933+78.1% | $4,660+88.5% |
| Participant deferral / active EE | $9,282 | $8,428+10.1% | $8,070+15.0% | $6,688+38.8% |
| Admin fee / account holder | $83,497 | $15,044+455.0% | $12,998+542.4% | $13,397+523.3% |