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 | $111,916 | $202,318-44.7% | $172,739-35.2% | $152,861-26.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.96% | 1029.65%-1017.7pp | 802.84%-790.9pp | 345.32%-333.4pp |
| Employer contribution / active EE | $7,867 | $5,856+34.3% | $5,143+53.0% | $4,762+65.2% |
| Participant deferral / active EE | $8,046 | $5,948+35.3% | $5,198+54.8% | $5,850+37.5% |
| Admin fee / account holder | $16,843 | $17,109-1.6% | $13,954+20.7% | $11,596+45.2% |