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 | $177,774 | $105,181+69.0% | $159,436+11.5% | $85,850+107.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 8.50% | 45.07%-36.6pp | 263.57%-255.1pp | 318.53%-310.0pp |
| Employer contribution / active EE | $2,691 | $3,318-18.9% | $4,829-44.3% | $2,565+4.9% |
| Participant deferral / active EE | $9,229 | $5,945+55.2% | $7,352+25.5% | $3,952+133.5% |
| Admin fee / account holder | $2,109 | $6,933-69.6% | $10,799-80.5% | $6,260-66.3% |