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 | $135,679 | $74,888+81.2% | $71,209+90.5% | $142,382-4.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.34% | 345.14%-337.8pp | 282.51%-275.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,815 | $2,854-36.4% | $2,721-33.3% | $4,299-57.8% |
| Participant deferral / active EE | $3,834 | $4,454-13.9% | $4,175-8.2% | $6,507-41.1% |
| Admin fee / account holder | $10,974 | $5,568+97.1% | $5,349+105.2% | $12,624-13.1% |