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 | $119,735 | $56,114+113.4% | $96,139+24.5% | $85,850+39.5% |
| Participation rate | 96.7% | 56.7%+40.0pp | 68.4%+28.3pp | 69.3%+27.4pp |
| Annual return | 8.49% | 42.30%-33.8pp | 191.94%-183.5pp | 318.53%-310.0pp |
| Employer contribution / active EE | $7,064 | $1,620+336.1% | $2,797+152.6% | $2,565+175.4% |
| Participant deferral / active EE | $7,534 | $2,859+163.5% | $4,349+73.2% | $3,952+90.6% |
| Admin fee / account holder | $7,583 | $3,768+101.2% | $5,537+36.9% | $6,260+21.1% |