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 | $99,196 | $74,888+32.5% | $71,209+39.3% | $142,382-30.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.37% | 345.14%-333.8pp | 282.51%-271.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $4,602 | $2,854+61.2% | $2,721+69.1% | $4,299+7.0% |
| Participant deferral / active EE | $3,795 | $4,454-14.8% | $4,175-9.1% | $6,507-41.7% |
| Admin fee / account holder | $736 | $5,568-86.8% | $5,349-86.2% | $12,624-94.2% |