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 | $139,706 | $150,440-7.1% | $136,294+2.5% | $147,584-5.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.34% | 1049.08%-1040.7pp | 5155.94%-5147.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $11,143 | $5,256+112.0% | $4,695+137.3% | $4,876+128.5% |
| Participant deferral / active EE | $6,635 | $6,630+0.1% | $6,247+6.2% | $5,439+22.0% |
| Admin fee / account holder | $328 | $10,905-97.0% | $9,243-96.5% | $10,885-97.0% |