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 | $151,617 | $77,145+96.5% | $108,410+39.9% | $85,850+76.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.02% | 44.54%-32.5pp | 905.27%-893.3pp | 318.53%-306.5pp |
| Employer contribution / active EE | $6,002 | $2,379+152.2% | $3,558+68.7% | $2,565+134.0% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $32,962 | $5,172+537.3% | $7,295+351.8% | $6,260+426.6% |