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 | $233,112 | $74,888+211.3% | $71,209+227.4% | $142,382+63.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.36% | 345.14%-334.8pp | 282.51%-272.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $11,684 | $2,854+309.3% | $2,721+329.4% | $4,299+171.8% |
| Participant deferral / active EE | $2,578 | $4,454-42.1% | $4,175-38.2% | $6,507-60.4% |
| Admin fee / account holder | $2,715 | $5,568-51.2% | $5,349-49.2% | $12,624-78.5% |