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 | $209,236 | $202,318+3.4% | $172,739+21.1% | $152,861+36.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.13% | 1029.65%-1023.5pp | 802.84%-796.7pp | 345.32%-339.2pp |
| Employer contribution / active EE | $18,067 | $5,856+208.5% | $5,143+251.3% | $4,762+279.4% |
| Participant deferral / active EE | $9,280 | $5,948+56.0% | $5,198+78.5% | $5,850+58.6% |
| Admin fee / account holder | $1,260 | $17,109-92.6% | $13,954-91.0% | $11,596-89.1% |