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 | $142,157 | $74,888+89.8% | $71,209+99.6% | $142,382-0.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.94% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $12,049 | $2,854+322.1% | $2,721+342.8% | $4,299+180.3% |
| Participant deferral / active EE | $10,331 | $4,454+131.9% | $4,175+147.4% | $6,507+58.8% |
| Admin fee / account holder | $15,199 | $5,568+173.0% | $5,349+184.2% | $12,624+20.4% |