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 9-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 | $150,910 | $124,185+21.5% | $108,410+39.2% | $167,490-9.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.40% | 1379.64%-1372.2pp | 905.27%-897.9pp | 478.56%-471.2pp |
| Employer contribution / active EE | $20,872 | $4,187+398.5% | $3,558+486.6% | $4,837+331.5% |
| Participant deferral / active EE | $13,000 | $6,908+88.2% | $6,563+98.1% | $6,341+105.0% |
| Admin fee / account holder | $1,763 | $9,455-81.4% | $7,295-75.8% | $12,309-85.7% |