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 | $192,665 | $74,888+157.3% | $71,209+170.6% | $142,382+35.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.87% | 345.14%-337.3pp | 282.51%-274.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $7,017 | $2,854+145.8% | $2,721+157.9% | $4,299+63.2% |
| Participant deferral / active EE | $11,927 | $4,454+167.8% | $4,175+185.7% | $6,507+83.3% |
| Admin fee / account holder | $48,535 | $5,568+771.6% | $5,349+807.4% | $12,624+284.5% |