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 | $167,304 | $105,181+59.1% | $159,436+4.9% | $85,850+94.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.61% | 45.07%-33.5pp | 263.57%-252.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,693 | $3,318-18.8% | $4,829-44.2% | $2,565+5.0% |
| Participant deferral / active EE | $10,161 | $5,945+70.9% | $7,352+38.2% | $3,952+157.1% |
| Admin fee / account holder | $21,975 | $6,933+216.9% | $10,799+103.5% | $6,260+251.1% |