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 | $105,589 | $74,888+41.0% | $71,209+48.3% | $142,382-25.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 9.71% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $6,244 | $2,854+118.7% | $2,721+129.5% | $4,299+45.2% |
| Participant deferral / active EE | $7,579 | $4,454+70.1% | $4,175+81.5% | $6,507+16.5% |
| Admin fee / account holder | $86,617 | $5,568+1455.5% | $5,349+1519.4% | $12,624+586.1% |