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 9-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 | $115,787 | $48,795+137.3% | $65,493+76.8% | $84,808+36.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.38% | 20.20%-9.8pp | 982.45%-972.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,266 | $1,930+69.3% | $2,574+26.9% | $2,631+24.2% |
| Participant deferral / active EE | $6,750 | $2,928+130.5% | $3,961+70.4% | $4,212+60.3% |
| Admin fee / account holder | $11,695 | $3,877+201.7% | $5,028+132.6% | $7,344+59.3% |