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 | $206,101 | $202,318+1.9% | $172,739+19.3% | $152,861+34.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.23% | 1029.65%-1018.4pp | 802.84%-791.6pp | 345.32%-334.1pp |
| Employer contribution / active EE | $2,358 | $5,856-59.7% | $5,143-54.1% | $4,762-50.5% |
| Participant deferral / active EE | $8,891 | $5,948+49.5% | $5,198+71.1% | $5,850+52.0% |
| Admin fee / account holder | $10,682 | $17,109-37.6% | $13,954-23.4% | $11,596-7.9% |