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 | $94,529 | $74,888+26.2% | $71,209+32.7% | $142,382-33.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.92% | 345.14%-337.2pp | 282.51%-274.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $4,802 | $2,854+68.2% | $2,721+76.5% | $4,299+11.7% |
| Participant deferral / active EE | $8,458 | $4,454+89.9% | $4,175+102.6% | $6,507+30.0% |
| Admin fee / account holder | $28,794 | $5,568+417.1% | $5,349+438.3% | $12,624+128.1% |