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 | $187,785 | $30,400+517.7% | $53,898+248.4% | $84,808+121.4% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 9.38% | 500.19%-490.8pp | 528.60%-519.2pp | 40.90%-31.5pp |
| Employer contribution / active EE | $3,791 | $603+528.9% | $932+306.7% | $2,631+44.1% |
| Participant deferral / active EE | $7,581 | $1,199+532.5% | $1,826+315.1% | $4,212+80.0% |
| Admin fee / account holder | $29,906 | $1,993+1400.3% | $2,491+1100.7% | $7,344+307.2% |