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 | $124,414 | $70,756+75.8% | $65,493+90.0% | $142,382-12.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.00% | 1754.89%-1745.9pp | 982.45%-973.4pp | 217.08%-208.1pp |
| Employer contribution / active EE | $6,439 | $2,881+123.5% | $2,574+150.1% | $4,299+49.8% |
| Participant deferral / active EE | $6,747 | $4,637+45.5% | $3,961+70.3% | $6,507+3.7% |
| Admin fee / account holder | $4,779 | $6,559-27.1% | $5,028-4.9% | $12,624-62.1% |