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 | $153,774 | $183,963-16.4% | $162,163-5.2% | $152,861+0.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.70% | 150.76%-147.1pp | 115.59%-111.9pp | 345.32%-341.6pp |
| Employer contribution / active EE | $15,442 | $6,371+142.4% | $5,614+175.1% | $4,762+224.3% |
| Participant deferral / active EE | $12,900 | $8,034+60.6% | $7,298+76.8% | $5,850+120.5% |
| Admin fee / account holder | $446 | $13,121-96.6% | $10,843-95.9% | $11,596-96.2% |