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 | $170,974 | $109,327+56.4% | $89,391+91.3% | $158,922+7.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.67% | 345.68%-342.0pp | 245.62%-241.9pp | 302.83%-299.2pp |
| Employer contribution / active EE | $10,066 | $3,170+217.6% | $2,586+289.3% | $4,761+111.4% |
| Participant deferral / active EE | $8,696 | $4,598+89.1% | $3,890+123.5% | $5,982+45.4% |
| Admin fee / account holder | $846 | $6,153-86.3% | $4,881-82.7% | $11,246-92.5% |