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 | $211,805 | $202,318+4.7% | $172,739+22.6% | $152,861+38.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.01% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $16,878 | $5,856+188.2% | $5,143+228.2% | $4,762+254.4% |
| Participant deferral / active EE | $14,688 | $5,948+146.9% | $5,198+182.6% | $5,850+151.1% |
| Admin fee / account holder | $63,370 | $17,109+270.4% | $13,954+354.1% | $11,596+446.5% |