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 | $186,092 | $77,145+141.2% | $108,410+71.7% | $85,850+116.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.72% | 44.54%-32.8pp | 905.27%-893.6pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,260 | $2,379-47.0% | $3,558-64.6% | $2,565-50.9% |
| Participant deferral / active EE | $7,494 | $5,566+34.6% | $6,563+14.2% | $3,952+89.6% |
| Admin fee / account holder | $22,180 | $5,172+328.9% | $7,295+204.0% | $6,260+254.3% |