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 | $192,538 | $109,817+75.3% | $98,442+95.6% | $167,490+15.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.33% | 1956.69%-1948.4pp | 1492.73%-1484.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $3,090 | $3,224-4.2% | $2,960+4.4% | $4,837-36.1% |
| Participant deferral / active EE | $9,297 | $4,673+98.9% | $4,276+117.4% | $6,341+46.6% |
| Admin fee / account holder | $866 | $6,753-87.2% | $5,949-85.5% | $12,309-93.0% |