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 | $233,949 | $105,181+122.4% | $159,436+46.7% | $85,850+172.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.57% | 45.07%-34.5pp | 263.57%-253.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $4,336 | $3,318+30.7% | $4,829-10.2% | $2,565+69.0% |
| Participant deferral / active EE | $9,584 | $5,945+61.2% | $7,352+30.4% | $3,952+142.5% |
| Admin fee / account holder | $52,669 | $6,933+659.6% | $10,799+387.7% | $6,260+741.4% |