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 | $133,148 | $175,202-24.0% | $149,673-11.0% | $139,434-4.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.17% | 166.71%-157.5pp | 134.42%-125.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $7,086 | $5,474+29.4% | $4,818+47.1% | $4,751+49.1% |
| Participant deferral / active EE | $9,086 | $6,519+39.4% | $5,680+60.0% | $6,710+35.4% |
| Admin fee / account holder | $23,174 | $16,150+43.5% | $13,210+75.4% | $11,403+103.2% |