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 | $140,746 | $49,922+181.9% | $80,569+74.7% | $75,163+87.3% |
| Participation rate | 93.1% | 55.3%+37.7pp | 67.0%+26.1pp | 67.2%+25.9pp |
| Annual return | 8.32% | 34.69%-26.4pp | 935.43%-927.1pp | 160.62%-152.3pp |
| Employer contribution / active EE | $9,932 | $1,698+484.9% | $2,723+264.7% | $2,670+272.0% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,322 | $3,577-35.1% | $5,377-56.8% | $5,651-58.9% |