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 | $235,987 | $144,119+63.7% | $117,854+100.2% | $147,584+59.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.42% | 531.15%-524.7pp | 335.08%-328.7pp | 578.55%-572.1pp |
| Employer contribution / active EE | $22,266 | $4,896+354.7% | $3,786+488.1% | $4,876+356.6% |
| Participant deferral / active EE | $6,811 | $5,316+28.1% | $4,482+52.0% | $5,439+25.2% |
| Admin fee / account holder | $36,632 | $10,886+236.5% | $8,020+356.8% | $10,885+236.5% |