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 | $247,339 | $168,632+46.7% | $147,614+67.6% | $125,391+97.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.79% | 77.65%-81.4pp | 61.98%-65.8pp | 282.22%-286.0pp |
| Employer contribution / active EE | $15,568 | $6,252+149.0% | $5,564+179.8% | $4,866+219.9% |
| Participant deferral / active EE | $6,186 | $5,507+12.3% | $4,895+26.4% | $5,352+15.6% |
| Admin fee / account holder | $17,680 | $13,580+30.2% | $11,611+52.3% | $9,540+85.3% |