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 | $177,394 | $114,381+55.1% | $107,525+65.0% | $142,382+24.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.46% | 242.71%-232.2pp | 181.32%-170.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,715 | $4,015-32.4% | $3,754-27.7% | $4,299-36.8% |
| Participant deferral / active EE | $8,523 | $5,564+53.2% | $5,116+66.6% | $6,507+31.0% |
| Admin fee / account holder | $39,574 | $9,860+301.4% | $8,919+343.7% | $12,624+213.5% |