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 | $201,905 | $210,648-4.2% | $177,989+13.4% | $145,922+38.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.66% | 385.86%-381.2pp | 294.48%-289.8pp | 561.29%-556.6pp |
| Employer contribution / active EE | $11,405 | $4,565+149.9% | $3,949+188.8% | $4,660+144.8% |
| Participant deferral / active EE | $7,128 | $6,958+2.5% | $6,276+13.6% | $6,688+6.6% |
| Admin fee / account holder | $36,095 | $12,013+200.5% | $10,363+248.3% | $13,397+169.4% |