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 | $178,477 | $74,888+138.3% | $71,209+150.6% | $142,382+25.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.31% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,268 | $2,854-55.6% | $2,721-53.4% | $4,299-70.5% |
| Participant deferral / active EE | $2,102 | $4,454-52.8% | $4,175-49.7% | $6,507-67.7% |
| Admin fee / account holder | $4,410 | $5,568-20.8% | $5,349-17.5% | $12,624-65.1% |