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 | $150,021 | $72,071+108.2% | $68,368+119.4% | $137,256+9.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.98% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,144 | $2,788+12.8% | $2,649+18.7% | $4,156-24.4% |
| Participant deferral / active EE | $7,029 | $4,410+59.4% | $4,123+70.5% | $6,407+9.7% |
| Admin fee / account holder | $14,236 | $5,336+166.8% | $5,150+176.4% | $12,270+16.0% |