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 | $157,479 | $77,145+104.1% | $108,410+45.3% | $85,850+83.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.06% | 44.54%-33.5pp | 905.27%-894.2pp | 318.53%-307.5pp |
| Employer contribution / active EE | $4,030 | $2,379+69.4% | $3,558+13.2% | $2,565+57.1% |
| Participant deferral / active EE | $8,170 | $5,566+46.8% | $6,563+24.5% | $3,952+106.8% |
| Admin fee / account holder | $10,860 | $5,172+110.0% | $7,295+48.9% | $6,260+73.5% |