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 | $164,453 | $105,181+56.4% | $159,436+3.1% | $85,850+91.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.47% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $6,888 | $3,318+107.6% | $4,829+42.6% | $2,565+168.5% |
| Participant deferral / active EE | $8,477 | $5,945+42.6% | $7,352+15.3% | $3,952+114.5% |
| Admin fee / account holder | $15,980 | $6,933+130.5% | $10,799+48.0% | $6,260+155.3% |