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 | $126,865 | $100,773+25.9% | $88,946+42.6% | $142,382-10.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.33% | 70.18%-61.9pp | 57.82%-49.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $6,721 | $2,918+130.4% | $2,555+163.1% | $4,299+56.3% |
| Participant deferral / active EE | $1,102 | $5,230-78.9% | $4,581-75.9% | $6,507-83.1% |
| Admin fee / account holder | $37,254 | $9,693+284.3% | $8,261+351.0% | $12,624+195.1% |