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 | $129,665 | $102,966+25.9% | $90,281+43.6% | $152,861-15.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.25% | 95.16%-87.9pp | 78.10%-70.8pp | 345.32%-338.1pp |
| Employer contribution / active EE | $8,232 | $3,139+162.3% | $2,854+188.4% | $4,762+72.9% |
| Participant deferral / active EE | $7,424 | $4,281+73.4% | $3,885+91.1% | $5,850+26.9% |
| Admin fee / account holder | $7,660 | $6,171+24.1% | $5,351+43.1% | $11,596-33.9% |