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 | $127,346 | $114,381+11.3% | $107,525+18.4% | $142,382-10.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.59% | 242.71%-238.1pp | 181.32%-176.7pp | 217.08%-212.5pp |
| Employer contribution / active EE | $7,005 | $4,015+74.5% | $3,754+86.6% | $4,299+62.9% |
| Participant deferral / active EE | $58,585 | $5,564+952.9% | $5,116+1045.2% | $6,507+800.3% |
| Admin fee / account holder | $157,725 | $9,860+1499.6% | $8,919+1668.5% | $12,624+1149.4% |