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 | $142,030 | $105,181+35.0% | $159,436-10.9% | $85,850+65.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.29% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $8,989 | $3,318+170.9% | $4,829+86.1% | $2,565+250.4% |
| Participant deferral / active EE | $8,674 | $5,945+45.9% | $7,352+18.0% | $3,952+119.5% |
| Admin fee / account holder | $20,702 | $6,933+198.6% | $10,799+91.7% | $6,260+230.7% |