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 9-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 | $222,935 | $183,519+21.5% | $155,509+43.4% | $145,922+52.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.49% | 61.17%-55.7pp | 64.67%-59.2pp | 561.29%-555.8pp |
| Employer contribution / active EE | $16,938 | $5,313+218.8% | $4,672+262.5% | $4,660+263.5% |
| Participant deferral / active EE | $10,167 | $6,462+57.3% | $5,626+80.7% | $6,688+52.0% |
| Admin fee / account holder | $349 | $19,313-98.2% | $15,912-97.8% | $13,397-97.4% |