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 | $118,027 | $74,888+57.6% | $71,209+65.7% | $142,382-17.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.38% | 345.14%-332.8pp | 282.51%-270.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,204 | $2,854-22.8% | $2,721-19.0% | $4,299-48.7% |
| Participant deferral / active EE | $2,704 | $4,454-39.3% | $4,175-35.2% | $6,507-58.5% |
| Admin fee / account holder | $869 | $5,568-84.4% | $5,349-83.7% | $12,624-93.1% |