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 | $150,089 | $105,181+42.7% | $159,436-5.9% | $85,850+74.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 8.14% | 45.07%-36.9pp | 263.57%-255.4pp | 318.53%-310.4pp |
| Employer contribution / active EE | $5,769 | $3,318+73.9% | $4,829+19.5% | $2,565+124.9% |
| Participant deferral / active EE | $5,666 | $5,945-4.7% | $7,352-22.9% | $3,952+43.4% |
| Admin fee / account holder | $51,329 | $6,933+640.3% | $10,799+375.3% | $6,260+720.0% |