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 | $114,248 | $72,071+58.5% | $68,368+67.1% | $137,256-16.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.63% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $4,358 | $2,788+56.3% | $2,649+64.5% | $4,156+4.9% |
| Participant deferral / active EE | $10,622 | $4,410+140.9% | $4,123+157.6% | $6,407+65.8% |
| Admin fee / account holder | $77,457 | $5,336+1351.7% | $5,150+1404.1% | $12,270+531.3% |