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 | $206,502 | $102,604+101.3% | $86,188+139.6% | $139,434+48.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.33% | 1922.51%-1915.2pp | 1168.45%-1161.1pp | 372.94%-365.6pp |
| Employer contribution / active EE | $3,726 | $3,032+22.9% | $2,380+56.5% | $4,751-21.6% |
| Participant deferral / active EE | $5,043 | $4,676+7.8% | $3,985+26.5% | $6,710-24.9% |
| Admin fee / account holder | $1,428 | $8,657-83.5% | $6,852-79.2% | $11,403-87.5% |