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 | $125,346 | $74,888+67.4% | $71,209+76.0% | $142,382-12.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.73% | 345.14%-334.4pp | 282.51%-271.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,380 | $2,854-51.6% | $2,721-49.3% | $4,299-67.9% |
| Participant deferral / active EE | $2,049 | $4,454-54.0% | $4,175-50.9% | $6,507-68.5% |
| Admin fee / account holder | $2,838 | $5,568-49.0% | $5,349-46.9% | $12,624-77.5% |