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 | $167,120 | $137,414+21.6% | $189,513-11.8% | $85,850+94.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 7.67% | 38.14%-30.5pp | 555.15%-547.5pp | 318.53%-310.9pp |
| Employer contribution / active EE | $7,591 | $4,344+74.7% | $6,162+23.2% | $2,565+195.9% |
| Participant deferral / active EE | $11,679 | $6,260+86.6% | $8,221+42.1% | $3,952+195.6% |
| Admin fee / account holder | $2,154 | $8,630-75.0% | $12,045-82.1% | $6,260-65.6% |