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 | $129,730 | $105,181+23.3% | $159,436-18.6% | $85,850+51.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.81% | 45.07%-35.3pp | 263.57%-253.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $7,429 | $3,318+123.9% | $4,829+53.8% | $2,565+189.6% |
| Participant deferral / active EE | $7,043 | $5,945+18.5% | $7,352-4.2% | $3,952+78.2% |
| Admin fee / account holder | $3,450 | $6,933-50.2% | $10,799-68.1% | $6,260-44.9% |