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 | $108,124 | $53,516+102.0% | $126,539-14.6% | $84,808+27.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.02% | 58.34%-45.3pp | 425.95%-412.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $7,165 | $1,535+366.9% | $3,674+95.0% | $2,631+172.3% |
| Participant deferral / active EE | $4,399 | $2,671+64.7% | $4,083+7.8% | $4,212+4.5% |
| Admin fee / account holder | $27,090 | $4,497+502.5% | $6,065+346.7% | $7,344+268.9% |