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 | $196,539 | $226,064-13.1% | $182,532+7.7% | $152,861+28.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 5.45% | 192.51%-187.1pp | 148.54%-143.1pp | 345.32%-339.9pp |
| Employer contribution / active EE | $20,945 | $4,978+320.7% | $4,076+413.9% | $4,762+339.8% |
| Participant deferral / active EE | $14,750 | $6,368+131.6% | $5,524+167.0% | $5,850+152.1% |
| Admin fee / account holder | $5,475 | $10,703-48.8% | $8,592-36.3% | $11,596-52.8% |