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 | $214,274 | $202,318+5.9% | $172,739+24.0% | $152,861+40.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.20% | 1029.65%-1019.5pp | 802.84%-792.6pp | 345.32%-335.1pp |
| Employer contribution / active EE | $12,956 | $5,856+121.2% | $5,143+151.9% | $4,762+172.1% |
| Participant deferral / active EE | $8,579 | $5,948+44.2% | $5,198+65.1% | $5,850+46.6% |
| Admin fee / account holder | $666 | $17,109-96.1% | $13,954-95.2% | $11,596-94.3% |