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 | $167,746 | $180,749-7.2% | $160,784+4.3% | $137,256+22.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.22% | 2234.46%-2226.2pp | 1803.92%-1795.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $9,733 | $4,155+134.2% | $3,733+160.7% | $4,156+134.2% |
| Participant deferral / active EE | $24,332 | $6,844+255.5% | $6,293+286.7% | $6,407+279.8% |
| Admin fee / account holder | $169,379 | $10,397+1529.1% | $9,717+1643.1% | $12,270+1280.4% |