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 | $106,891 | $217,402-50.8% | $185,823-42.5% | $167,490-36.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.96% | 148.36%-141.4pp | 122.05%-115.1pp | 478.56%-471.6pp |
| Employer contribution / active EE | $10,173 | $5,873+73.2% | $5,167+96.9% | $4,837+110.3% |
| Participant deferral / active EE | $23,400 | $6,356+268.1% | $5,568+320.3% | $6,341+269.0% |
| Admin fee / account holder | $147,631 | $19,811+645.2% | $16,237+809.2% | $12,309+1099.4% |