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 | $180,013 | $102,966+74.8% | $90,281+99.4% | $152,861+17.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.81% | 95.16%-92.4pp | 78.10%-75.3pp | 345.32%-342.5pp |
| Employer contribution / active EE | $6,226 | $3,139+98.4% | $2,854+118.1% | $4,762+30.7% |
| Participant deferral / active EE | $7,929 | $4,281+85.2% | $3,885+104.1% | $5,850+35.5% |
| Admin fee / account holder | $1,331 | $6,171-78.4% | $5,351-75.1% | $11,596-88.5% |