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 | $123,657 | $112,096+10.3% | $95,952+28.9% | $158,922-22.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.77% | 171.09%-168.3pp | 91.61%-88.8pp | 302.83%-300.1pp |
| Employer contribution / active EE | $21,425 | $3,198+569.9% | $2,541+743.2% | $4,761+350.0% |
| Participant deferral / active EE | $14,300 | $4,784+198.9% | $4,167+243.2% | $5,982+139.0% |
| Admin fee / account holder | $102,549 | $10,130+912.3% | $6,795+1409.1% | $11,246+811.9% |