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 | $124,838 | $70,669+76.7% | $169,368-26.3% | $75,163+66.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 10.52% | 36.36%-25.8pp | 405.60%-395.1pp | 160.62%-150.1pp |
| Employer contribution / active EE | $7,934 | $2,211+258.9% | $4,013+97.7% | $2,670+197.2% |
| Participant deferral / active EE | $6,738 | $4,311+56.3% | $6,221+8.3% | $4,125+63.3% |
| Admin fee / account holder | $8,562 | $5,402+58.5% | $9,003-4.9% | $5,651+51.5% |