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 | $165,868 | $74,888+121.5% | $71,209+132.9% | $142,382+16.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.27% | 345.14%-334.9pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,351 | $2,854-17.6% | $2,721-13.6% | $4,299-45.3% |
| Participant deferral / active EE | $9,171 | $4,454+105.9% | $4,175+119.7% | $6,507+40.9% |
| Admin fee / account holder | $70,153 | $5,568+1159.9% | $5,349+1211.6% | $12,624+455.7% |