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 | $125,162 | $72,071+73.7% | $68,368+83.1% | $137,256-8.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.82% | 353.14%-342.3pp | 292.57%-281.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,752 | $2,788+34.6% | $2,649+41.6% | $4,156-9.7% |
| Participant deferral / active EE | $9,072 | $4,410+105.7% | $4,123+120.0% | $6,407+41.6% |
| Admin fee / account holder | $137,236 | $5,336+2472.1% | $5,150+2564.9% | $12,270+1018.5% |