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 | $155,634 | $102,966+51.2% | $90,281+72.4% | $152,861+1.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.38% | 95.16%-85.8pp | 78.10%-68.7pp | 345.32%-335.9pp |
| Employer contribution / active EE | $9,998 | $3,139+218.6% | $2,854+250.3% | $4,762+110.0% |
| Participant deferral / active EE | $6,673 | $4,281+55.9% | $3,885+71.7% | $5,850+14.1% |
| Admin fee / account holder | $119,225 | $6,171+1832.1% | $5,351+2128.0% | $11,596+928.1% |