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 | $129,214 | $68,346+89.1% | $94,646+36.5% | $75,163+71.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.94% | 616.93%-603.0pp | 156.71%-142.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,933 | $2,701+45.6% | $3,672+7.1% | $2,670+47.3% |
| Participant deferral / active EE | $6,863 | $6,537+5.0% | $7,418-7.5% | $4,125+66.4% |
| Admin fee / account holder | $3,293 | $5,326-38.2% | $7,231-54.5% | $5,651-41.7% |