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 | $137,207 | $74,888+83.2% | $71,209+92.7% | $142,382-3.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.03% | 345.14%-335.1pp | 282.51%-272.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,575 | $2,854+95.3% | $2,721+104.9% | $4,299+29.7% |
| Participant deferral / active EE | $9,812 | $4,454+120.3% | $4,175+135.0% | $6,507+50.8% |
| Admin fee / account holder | $550 | $5,568-90.1% | $5,349-89.7% | $12,624-95.6% |