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 | $125,785 | $74,888+68.0% | $71,209+76.6% | $142,382-11.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.63% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $13,625 | $2,854+377.3% | $2,721+400.7% | $4,299+216.9% |
| Participant deferral / active EE | $12,667 | $4,454+184.4% | $4,175+203.4% | $6,507+94.7% |
| Admin fee / account holder | $53,130 | $5,568+854.1% | $5,349+893.3% | $12,624+320.9% |