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 | $135,539 | $111,535+21.5% | $105,223+28.8% | $137,256-1.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.97% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $9,434 | $3,939+139.5% | $3,689+155.8% | $4,156+127.0% |
| Participant deferral / active EE | $20,524 | $5,500+273.2% | $5,072+304.7% | $6,407+220.3% |
| Admin fee / account holder | $31,754 | $9,721+226.6% | $8,859+258.4% | $12,270+158.8% |