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 | $127,109 | $124,185+2.4% | $108,410+17.2% | $167,490-24.1% |
| Participation rate | 91.3% | 82.3%+9.0pp | 80.1%+11.2pp | 82.1%+9.2pp |
| Annual return | 7.62% | 1379.64%-1372.0pp | 905.27%-897.7pp | 478.56%-470.9pp |
| Employer contribution / active EE | $9,943 | $4,187+137.5% | $3,558+179.4% | $4,837+105.5% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $11,914 | $9,455+26.0% | $7,295+63.3% | $12,309-3.2% |