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 | $134,392 | $57,281+134.6% | $86,612+55.2% | $75,163+78.8% |
| Participation rate | 97.0% | 63.2%+33.8pp | 71.7%+25.3pp | 67.2%+29.8pp |
| Annual return | 12.13% | 2670.75%-2658.6pp | 591.07%-578.9pp | 160.62%-148.5pp |
| Employer contribution / active EE | $9,960 | $2,314+330.3% | $3,022+229.5% | $2,670+273.0% |
| Participant deferral / active EE | $11,390 | $3,318+243.3% | $4,438+156.7% | $4,125+176.1% |
| Admin fee / account holder | $1,975 | $4,112-52.0% | $5,614-64.8% | $5,651-65.1% |