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 | $122,176 | $90,348+35.2% | $75,972+60.8% | $145,922-16.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.45% | 620.88%-616.4pp | 359.55%-355.1pp | 561.29%-556.8pp |
| Employer contribution / active EE | $15,752 | $3,311+375.7% | $2,685+486.7% | $4,660+238.1% |
| Participant deferral / active EE | $9,003 | $5,162+74.4% | $4,255+111.6% | $6,688+34.6% |
| Admin fee / account holder | $1,354 | $8,467-84.0% | $6,467-79.1% | $13,397-89.9% |