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 | $169,274 | $148,534+14.0% | $135,903+24.6% | $139,434+21.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.67% | 79.19%-72.5pp | 68.23%-61.6pp | 372.94%-366.3pp |
| Employer contribution / active EE | $9,167 | $5,243+74.8% | $4,856+88.8% | $4,751+93.0% |
| Participant deferral / active EE | $11,829 | $8,100+46.0% | $7,758+52.5% | $6,710+76.3% |
| Admin fee / account holder | $290,449 | $12,400+2242.4% | $10,762+2598.8% | $11,403+2447.2% |