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 | $199,111 | $68,346+191.3% | $94,646+110.4% | $75,163+164.9% |
| Participation rate | 95.0% | 76.1%+18.9pp | 80.8%+14.2pp | 67.2%+27.8pp |
| Annual return | 14.68% | 616.93%-602.2pp | 156.71%-142.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $7,344 | $2,701+171.9% | $3,672+100.0% | $2,670+175.1% |
| Participant deferral / active EE | $4,537 | $6,537-30.6% | $7,418-38.8% | $4,125+10.0% |
| Admin fee / account holder | $10,056 | $5,326+88.8% | $7,231+39.1% | $5,651+78.0% |