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 | $153,891 | $198,466-22.5% | $170,442-9.7% | $147,584+4.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.26% | 257.29%-249.0pp | 205.93%-197.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $7,003 | $6,184+13.3% | $5,433+28.9% | $4,876+43.6% |
| Participant deferral / active EE | $5,298 | $5,629-5.9% | $4,939+7.2% | $5,439-2.6% |
| Admin fee / account holder | $23,594 | $16,852+40.0% | $13,880+70.0% | $10,885+116.8% |