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 | $74,888+52.6% | $71,209+60.4% | $142,382-19.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.63% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,358 | $2,854+52.7% | $2,721+60.2% | $4,299+1.4% |
| Participant deferral / active EE | $10,622 | $4,454+138.5% | $4,175+154.4% | $6,507+63.2% |
| Admin fee / account holder | $77,457 | $5,568+1291.0% | $5,349+1348.1% | $12,624+513.6% |