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 | $134,808 | $77,145+74.7% | $108,410+24.4% | $85,850+57.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.45% | 44.54%-34.1pp | 905.27%-894.8pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,696 | $2,379+13.3% | $3,558-24.2% | $2,565+5.1% |
| Participant deferral / active EE | $4,999 | $5,566-10.2% | $6,563-23.8% | $3,952+26.5% |
| Admin fee / account holder | $21,825 | $5,172+322.0% | $7,295+199.2% | $6,260+248.6% |