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 | $196,305 | $124,185+58.1% | $108,410+81.1% | $167,490+17.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.93% | 1379.64%-1372.7pp | 905.27%-898.3pp | 478.56%-471.6pp |
| Employer contribution / active EE | $21,073 | $4,187+403.4% | $3,558+492.2% | $4,837+335.6% |
| Participant deferral / active EE | $13,482 | $6,908+95.2% | $6,563+105.4% | $6,341+112.6% |
| Admin fee / account holder | $35,342 | $9,455+273.8% | $7,295+384.5% | $12,309+187.1% |