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 | $108,404 | $58,208+86.2% | $81,812+32.5% | $80,856+34.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.45% | 41.66%-33.2pp | 773.79%-765.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $7,735 | $2,340+230.6% | $2,912+165.6% | $2,755+180.8% |
| Participant deferral / active EE | $7,174 | $3,281+118.7% | $4,319+66.1% | $4,296+67.0% |
| Admin fee / account holder | $37,882 | $4,981+660.5% | $7,386+412.9% | $6,918+447.6% |