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 | $197,977 | $77,145+156.6% | $108,410+82.6% | $85,850+130.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.34% | 44.54%-34.2pp | 905.27%-894.9pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,416 | $2,379+1.5% | $3,558-32.1% | $2,565-5.8% |
| Participant deferral / active EE | $5,358 | $5,566-3.7% | $6,563-18.4% | $3,952+35.6% |
| Admin fee / account holder | $27,368 | $5,172+429.2% | $7,295+275.2% | $6,260+337.2% |