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 | $213,447 | $96,635+120.9% | $86,612+146.4% | $139,434+53.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.94% | 106.41%-101.5pp | 591.07%-586.1pp | 372.94%-368.0pp |
| Employer contribution / active EE | $12,500 | $3,263+283.1% | $3,022+313.6% | $4,751+163.1% |
| Participant deferral / active EE | $27,000 | $4,836+458.3% | $4,438+508.4% | $6,710+302.4% |
| Admin fee / account holder | $9,863 | $6,408+53.9% | $5,614+75.7% | $11,403-13.5% |