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 | $142,126 | $105,181+35.1% | $159,436-10.9% | $85,850+65.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.31% | 45.07%-33.8pp | 263.57%-252.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,270 | $3,318-1.5% | $4,829-32.3% | $2,565+27.5% |
| Participant deferral / active EE | $9,300 | $5,945+56.4% | $7,352+26.5% | $3,952+135.3% |
| Admin fee / account holder | $55,591 | $6,933+701.8% | $10,799+414.8% | $6,260+788.1% |