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 | $124,531 | $100,041+24.5% | $149,718-16.8% | $70,131+77.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.75% | 27.43%-16.7pp | 1501.63%-1490.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $4,809 | $3,662+31.3% | $5,445-11.7% | $2,342+105.3% |
| Participant deferral / active EE | $2,793 | $4,983-44.0% | $6,569-57.5% | $3,332-16.2% |
| Admin fee / account holder | $14,257 | $8,286+72.1% | $11,283+26.4% | $4,645+206.9% |