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 | $165,227 | $72,071+129.3% | $68,368+141.7% | $137,256+20.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.70% | 353.14%-341.4pp | 292.57%-280.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $7,572 | $2,788+171.6% | $2,649+185.9% | $4,156+82.2% |
| Participant deferral / active EE | $4,440 | $4,410+0.7% | $4,123+7.7% | $6,407-30.7% |
| Admin fee / account holder | $2,469 | $5,336-53.7% | $5,150-52.1% | $12,270-79.9% |