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 | $118,453 | $65,561+80.7% | $86,188+37.4% | $75,163+57.6% |
| Participation rate | 96.7% | 60.5%+36.2pp | 69.0%+27.7pp | 67.2%+29.5pp |
| Annual return | 12.57% | 46.05%-33.5pp | 1168.45%-1155.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $4,341 | $1,553+179.6% | $2,380+82.4% | $2,670+62.6% |
| Participant deferral / active EE | $7,858 | $3,024+159.9% | $3,985+97.2% | $4,125+90.5% |
| Admin fee / account holder | $36,377 | $5,474+564.5% | $6,852+430.9% | $5,651+543.7% |