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 | $182,818 | $157,256+16.3% | $141,162+29.5% | $152,861+19.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.62% | 64.32%-55.7pp | 71.39%-62.8pp | 345.32%-336.7pp |
| Employer contribution / active EE | $8,778 | $5,261+66.8% | $4,735+85.4% | $4,762+84.3% |
| Participant deferral / active EE | $14,920 | $7,109+109.9% | $6,709+122.4% | $5,850+155.0% |
| Admin fee / account holder | $41,487 | $12,120+242.3% | $10,261+304.3% | $11,596+257.8% |