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 | $176,549 | $157,256+12.3% | $141,162+25.1% | $152,861+15.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.83% | 64.32%-56.5pp | 71.39%-63.6pp | 345.32%-337.5pp |
| Employer contribution / active EE | $7,639 | $5,261+45.2% | $4,735+61.3% | $4,762+60.4% |
| Participant deferral / active EE | $3,802 | $7,109-46.5% | $6,709-43.3% | $5,850-35.0% |
| Admin fee / account holder | $84,299 | $12,120+595.5% | $10,261+721.5% | $11,596+626.9% |