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 | $188,643 | $165,335+14.1% | $149,696+26.0% | $158,922+18.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.48% | 348.15%-349.6pp | 276.60%-278.1pp | 302.83%-304.3pp |
| Employer contribution / active EE | $19,000 | $5,103+272.3% | $4,644+309.1% | $4,761+299.1% |
| Participant deferral / active EE | $15,156 | $7,181+111.1% | $6,842+121.5% | $5,982+153.4% |
| Admin fee / account holder | $191,111 | $10,807+1668.5% | $9,309+1953.0% | $11,246+1599.4% |