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 | $154,084 | $105,998+45.4% | $92,233+67.1% | $147,584+4.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.66% | 50.05%-41.4pp | 176.28%-167.6pp | 578.55%-569.9pp |
| Employer contribution / active EE | $4,316 | $4,333-0.4% | $3,679+17.3% | $4,876-11.5% |
| Participant deferral / active EE | $10,042 | $4,478+124.3% | $3,897+157.7% | $5,439+84.6% |
| Admin fee / account holder | $61,310 | $6,332+868.2% | $5,194+1080.5% | $10,885+463.2% |