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 | $85,543 | $100,773-15.1% | $88,946-3.8% | $142,382-39.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 7.66% | 70.18%-62.5pp | 57.82%-50.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $28,098 | $2,918+863.0% | $2,555+999.8% | $4,299+553.6% |
| Participant deferral / active EE | $45,356 | $5,230+767.2% | $4,581+890.0% | $6,507+597.0% |
| Admin fee / account holder | $181,405 | $9,693+1771.5% | $8,261+2095.9% | $12,624+1337.0% |