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 | $138,874 | $202,318-31.4% | $172,739-19.6% | $152,861-9.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.08% | 1029.65%-1022.6pp | 802.84%-795.8pp | 345.32%-338.2pp |
| Employer contribution / active EE | $21,171 | $5,856+261.5% | $5,143+311.6% | $4,762+344.5% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,850+62.4% |
| Admin fee / account holder | $353 | $17,109-97.9% | $13,954-97.5% | $11,596-97.0% |