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 | $191,456 | $202,318-5.4% | $172,739+10.8% | $152,861+25.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.96% | 1029.65%-1025.7pp | 802.84%-798.9pp | 345.32%-341.4pp |
| Employer contribution / active EE | $10,885 | $5,856+85.9% | $5,143+111.7% | $4,762+128.6% |
| Participant deferral / active EE | $6,803 | $5,948+14.4% | $5,198+30.9% | $5,850+16.3% |
| Admin fee / account holder | $9,922 | $17,109-42.0% | $13,954-28.9% | $11,596-14.4% |