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 | $74,888+100.3% | $71,209+110.7% | $142,382+5.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.98% | 345.14%-333.2pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,144 | $2,854+10.1% | $2,721+15.5% | $4,299-26.9% |
| Participant deferral / active EE | $7,029 | $4,454+57.8% | $4,175+68.4% | $6,507+8.0% |
| Admin fee / account holder | $14,236 | $5,568+155.7% | $5,349+166.2% | $12,624+12.8% |