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 | $215,590 | $176,056+22.5% | $159,436+35.2% | $167,490+28.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.54% | 331.75%-323.2pp | 263.57%-255.0pp | 478.56%-470.0pp |
| Employer contribution / active EE | $6,084 | $5,297+14.9% | $4,829+26.0% | $4,837+25.8% |
| Participant deferral / active EE | $7,661 | $7,750-1.2% | $7,352+4.2% | $6,341+20.8% |
| Admin fee / account holder | $360,829 | $12,554+2774.2% | $10,799+3241.5% | $12,309+2831.4% |