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 | $224,828 | $99,652+125.6% | $78,778+185.4% | $147,584+52.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.95% | 47.28%-44.3pp | 35.62%-32.7pp | 578.55%-575.6pp |
| Employer contribution / active EE | $14,620 | $2,796+423.0% | $1,986+636.3% | $4,876+199.8% |
| Participant deferral / active EE | $10,250 | $3,664+179.8% | $2,958+246.5% | $5,439+88.5% |
| Admin fee / account holder | $16,925 | $7,155+136.5% | $5,134+229.7% | $10,885+55.5% |