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 | $179,939 | $114,381+57.3% | $107,525+67.3% | $142,382+26.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.19% | 242.71%-234.5pp | 181.32%-173.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $21,429 | $4,015+433.8% | $3,754+470.9% | $4,299+398.4% |
| Participant deferral / active EE | $2,229 | $5,564-59.9% | $5,116-56.4% | $6,507-65.8% |
| Admin fee / account holder | $525 | $9,860-94.7% | $8,919-94.1% | $12,624-95.8% |