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 | $196,977 | $169,032+16.5% | $129,207+52.5% | $145,922+35.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 2.65% | 14330.11%-14327.5pp | 9417.33%-9414.7pp | 561.29%-558.6pp |
| Employer contribution / active EE | $2,725 | $5,537-50.8% | $4,153-34.4% | $4,660-41.5% |
| Participant deferral / active EE | $8,996 | $4,987+80.4% | $4,168+115.9% | $6,688+34.5% |
| Admin fee / account holder | $1,391 | $9,954-86.0% | $7,715-82.0% | $13,397-89.6% |