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 | $143,671 | $144,119-0.3% | $117,854+21.9% | $147,584-2.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.54% | 531.15%-524.6pp | 335.08%-328.5pp | 578.55%-572.0pp |
| Employer contribution / active EE | $10,000 | $4,896+104.2% | $3,786+164.1% | $4,876+105.1% |
| Participant deferral / active EE | $1,675 | $5,316-68.5% | $4,482-62.6% | $5,439-69.2% |
| Admin fee / account holder | $168,998 | $10,886+1452.5% | $8,020+2007.2% | $10,885+1452.5% |