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 | $194,478 | $202,318-3.9% | $172,739+12.6% | $152,861+27.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.16% | 1029.65%-1026.5pp | 802.84%-799.7pp | 345.32%-342.2pp |
| Employer contribution / active EE | $12,974 | $5,856+121.5% | $5,143+152.3% | $4,762+172.4% |
| Participant deferral / active EE | $6,825 | $5,948+14.7% | $5,198+31.3% | $5,850+16.7% |
| Admin fee / account holder | $882,005 | $17,109+5055.3% | $13,954+6220.8% | $11,596+7505.8% |