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 | $124,933 | $102,966+21.3% | $90,281+38.4% | $152,861-18.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.14% | 95.16%-87.0pp | 78.10%-70.0pp | 345.32%-337.2pp |
| Employer contribution / active EE | $7,912 | $3,139+152.1% | $2,854+177.2% | $4,762+66.1% |
| Participant deferral / active EE | $9,118 | $4,281+113.0% | $3,885+134.7% | $5,850+55.9% |
| Admin fee / account holder | $1,710 | $6,171-72.3% | $5,351-68.0% | $11,596-85.3% |