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 | $125,744 | $63,346+98.5% | $92,233+36.3% | $70,131+79.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.97% | 530.12%-518.1pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $3,728 | $2,471+50.8% | $3,679+1.3% | $2,342+59.1% |
| Participant deferral / active EE | $3,868 | $2,854+35.5% | $3,897-0.7% | $3,332+16.1% |
| Admin fee / account holder | $2,860 | $3,840-25.5% | $5,194-44.9% | $4,645-38.4% |