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 | $160,051 | $105,181+52.2% | $159,436+0.4% | $85,850+86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.47% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $6,731 | $3,318+102.8% | $4,829+39.4% | $2,565+162.4% |
| Participant deferral / active EE | $6,493 | $5,945+9.2% | $7,352-11.7% | $3,952+64.3% |
| Admin fee / account holder | $1,096 | $6,933-84.2% | $10,799-89.8% | $6,260-82.5% |