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 | $129,462 | $56,114+130.7% | $96,139+34.7% | $85,850+50.8% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 10.36% | 42.30%-31.9pp | 191.94%-181.6pp | 318.53%-308.2pp |
| Employer contribution / active EE | $3,047 | $1,620+88.1% | $2,797+8.9% | $2,565+18.8% |
| Participant deferral / active EE | $6,162 | $2,859+115.5% | $4,349+41.7% | $3,952+55.9% |
| Admin fee / account holder | $6,128 | $3,768+62.6% | $5,537+10.7% | $6,260-2.1% |