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 | $120,306 | $56,114+114.4% | $96,139+25.1% | $85,850+40.1% |
| Participation rate | 92.9% | 56.7%+36.1pp | 68.4%+24.4pp | 69.3%+23.5pp |
| Annual return | 6.11% | 42.30%-36.2pp | 191.94%-185.8pp | 318.53%-312.4pp |
| Employer contribution / active EE | $9,147 | $1,620+464.8% | $2,797+227.1% | $2,565+256.6% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $934 | $3,768-75.2% | $5,537-83.1% | $6,260-85.1% |