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 | $117,535 | $98,750+19.0% | $149,696-21.5% | $79,858+47.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 11.88% | 27.43%-15.6pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $6,651 | $3,216+106.8% | $4,644+43.2% | $2,471+169.2% |
| Participant deferral / active EE | $14,223 | $5,680+150.4% | $6,842+107.9% | $3,740+280.3% |
| Admin fee / account holder | $36,654 | $6,053+505.6% | $9,309+293.8% | $5,306+590.8% |