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 | $113,326 | $74,888+51.3% | $71,209+59.1% | $142,382-20.4% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 9.51% | 345.14%-335.6pp | 282.51%-273.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,618 | $2,854-8.3% | $2,721-3.8% | $4,299-39.1% |
| Participant deferral / active EE | $9,802 | $4,454+120.1% | $4,175+134.8% | $6,507+50.6% |
| Admin fee / account holder | $11,565 | $5,568+107.7% | $5,349+116.2% | $12,624-8.4% |