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 | $181,211 | $96,635+87.5% | $86,612+109.2% | $139,434+30.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.68% | 106.41%-96.7pp | 591.07%-581.4pp | 372.94%-363.3pp |
| Employer contribution / active EE | $4,760 | $3,263+45.9% | $3,022+57.5% | $4,751+0.2% |
| Participant deferral / active EE | $12,544 | $4,836+159.4% | $4,438+182.7% | $6,710+86.9% |
| Admin fee / account holder | $61,161 | $6,408+854.5% | $5,614+989.4% | $11,403+436.4% |