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 | $209,111 | $114,381+82.8% | $107,525+94.5% | $142,382+46.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.20% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $12,303 | $4,015+206.4% | $3,754+227.8% | $4,299+186.2% |
| Participant deferral / active EE | $14,472 | $5,564+160.1% | $5,116+182.9% | $6,507+122.4% |
| Admin fee / account holder | $75,186 | $9,860+662.5% | $8,919+743.0% | $12,624+495.6% |