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 | $139,721 | $74,888+86.6% | $71,209+96.2% | $142,382-1.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.59% | 345.14%-335.6pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $8,848 | $2,854+210.0% | $2,721+225.2% | $4,299+105.8% |
| Participant deferral / active EE | $7,271 | $4,454+63.2% | $4,175+74.2% | $6,507+11.7% |
| Admin fee / account holder | $11,129 | $5,568+99.9% | $5,349+108.1% | $12,624-11.8% |