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 | $128,978 | $74,888+72.2% | $71,209+81.1% | $142,382-9.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.57% | 345.14%-339.6pp | 282.51%-276.9pp | 217.08%-211.5pp |
| Employer contribution / active EE | $13,394 | $2,854+369.3% | $2,721+392.3% | $4,299+211.6% |
| Participant deferral / active EE | $7,088 | $4,454+59.1% | $4,175+69.8% | $6,507+8.9% |
| Admin fee / account holder | $14,760 | $5,568+165.1% | $5,349+175.9% | $12,624+16.9% |