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 | $140,956 | $74,888+88.2% | $71,209+97.9% | $142,382-1.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.91% | 345.14%-340.2pp | 282.51%-277.6pp | 217.08%-212.2pp |
| Employer contribution / active EE | $3,580 | $2,854+25.4% | $2,721+31.6% | $4,299-16.7% |
| Participant deferral / active EE | $7,411 | $4,454+66.4% | $4,175+77.5% | $6,507+13.9% |
| Admin fee / account holder | $47,509 | $5,568+753.2% | $5,349+788.2% | $12,624+276.3% |