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 | $86,394 | $114,381-24.5% | $107,525-19.7% | $142,382-39.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.24% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $20,648 | $4,015+414.3% | $3,754+450.1% | $4,299+380.3% |
| Participant deferral / active EE | $22,953 | $5,564+312.5% | $5,116+348.7% | $6,507+252.7% |
| Admin fee / account holder | $498,906 | $9,860+4959.9% | $8,919+5493.9% | $12,624+3852.1% |