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 | $228,823 | $159,901+43.1% | $146,958+55.7% | $145,922+56.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.45% | 98.13%-90.7pp | 418.34%-410.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $9,803 | $5,286+85.5% | $4,933+98.7% | $4,660+110.4% |
| Participant deferral / active EE | $14,406 | $8,428+70.9% | $8,070+78.5% | $6,688+115.4% |
| Admin fee / account holder | $176,469 | $15,044+1073.0% | $12,998+1257.6% | $13,397+1217.2% |