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 | $183,838 | $105,998+73.4% | $92,233+99.3% | $147,584+24.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.54% | 50.05%-40.5pp | 176.28%-166.7pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,984 | $4,333-54.2% | $3,679-46.1% | $4,876-59.3% |
| Participant deferral / active EE | $9,443 | $4,478+110.9% | $3,897+142.3% | $5,439+73.6% |
| Admin fee / account holder | $3,186 | $6,332-49.7% | $5,194-38.7% | $10,885-70.7% |