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 | $99,907 | $90,348+10.6% | $75,972+31.5% | $145,922-31.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.75% | 620.88%-613.1pp | 359.55%-351.8pp | 561.29%-553.5pp |
| Employer contribution / active EE | $4,934 | $3,311+49.0% | $2,685+83.8% | $4,660+5.9% |
| Participant deferral / active EE | $9,731 | $5,162+88.5% | $4,255+128.7% | $6,688+45.5% |
| Admin fee / account holder | $63,328 | $8,467+648.0% | $6,467+879.3% | $13,397+372.7% |