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 | $239,347 | $165,335+44.8% | $149,696+59.9% | $158,922+50.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.18% | 348.15%-344.0pp | 276.60%-272.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $9,098 | $5,103+78.3% | $4,644+95.9% | $4,761+91.1% |
| Participant deferral / active EE | $14,435 | $7,181+101.0% | $6,842+111.0% | $5,982+141.3% |
| Admin fee / account holder | $1,850 | $10,807-82.9% | $9,309-80.1% | $11,246-83.6% |