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 | $204,179 | $148,534+37.5% | $135,903+50.2% | $139,434+46.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.58% | 79.19%-71.6pp | 68.23%-60.7pp | 372.94%-365.4pp |
| Employer contribution / active EE | $15,447 | $5,243+194.6% | $4,856+218.1% | $4,751+225.1% |
| Participant deferral / active EE | $18,877 | $8,100+133.0% | $7,758+143.3% | $6,710+181.3% |
| Admin fee / account holder | $109,592 | $12,400+783.8% | $10,762+918.3% | $11,403+861.1% |