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 | $173,296 | $74,888+131.4% | $71,209+143.4% | $142,382+21.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.91% | 345.14%-336.2pp | 282.51%-273.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $14,167 | $2,854+396.3% | $2,721+420.6% | $4,299+229.5% |
| Participant deferral / active EE | $8,416 | $4,454+88.9% | $4,175+101.6% | $6,507+29.3% |
| Admin fee / account holder | $91,874 | $5,568+1549.9% | $5,349+1617.7% | $12,624+627.8% |