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 | $168,900 | $102,966+64.0% | $90,281+87.1% | $152,861+10.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.35% | 95.16%-85.8pp | 78.10%-68.7pp | 345.32%-336.0pp |
| Employer contribution / active EE | $5,600 | $3,139+78.4% | $2,854+96.2% | $4,762+17.6% |
| Participant deferral / active EE | $12,500 | $4,281+192.0% | $3,885+221.7% | $5,850+113.7% |
| Admin fee / account holder | $54,062 | $6,171+776.1% | $5,351+910.3% | $11,596+366.2% |