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 | $237,443 | $183,963+29.1% | $162,163+46.4% | $152,861+55.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.28% | 150.76%-141.5pp | 115.59%-106.3pp | 345.32%-336.0pp |
| Employer contribution / active EE | $22,777 | $6,371+257.5% | $5,614+305.7% | $4,762+378.3% |
| Participant deferral / active EE | $8,124 | $8,034+1.1% | $7,298+11.3% | $5,850+38.9% |
| Admin fee / account holder | $183,195 | $13,121+1296.2% | $10,843+1589.6% | $11,596+1479.8% |