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 6-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 | $207,209 | $159,934+29.6% | $147,005+41.0% | $145,959+42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.64% | 98.24%-90.6pp | 418.76%-411.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $4,326 | $5,287-18.2% | $4,934-12.3% | $4,661-7.2% |
| Participant deferral / active EE | $11,009 | $8,427+30.6% | $8,070+36.4% | $6,689+64.6% |
| Admin fee / account holder | $52,350 | $15,053+247.8% | $13,006+302.5% | $13,398+290.7% |