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 | $200,070 | $105,181+90.2% | $159,436+25.5% | $85,850+133.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 10.07% | 45.07%-35.0pp | 263.57%-253.5pp | 318.53%-308.5pp |
| Employer contribution / active EE | $4,605 | $3,318+38.8% | $4,829-4.6% | $2,565+79.5% |
| Participant deferral / active EE | $8,647 | $5,945+45.5% | $7,352+17.6% | $3,952+118.8% |
| Admin fee / account holder | $59,002 | $6,933+751.0% | $10,799+446.4% | $6,260+842.5% |