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 | $80,340 | $74,888+7.3% | $71,209+12.8% | $142,382-43.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.96% | 345.14%-335.2pp | 282.51%-272.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $11,394 | $2,854+299.2% | $2,721+318.8% | $4,299+165.0% |
| Participant deferral / active EE | $17,917 | $4,454+302.2% | $4,175+329.1% | $6,507+175.3% |
| Admin fee / account holder | $31,108 | $5,568+458.7% | $5,349+481.6% | $12,624+146.4% |