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 | $236,680 | $68,346+246.3% | $94,646+150.1% | $75,163+214.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 11.39% | 616.93%-605.5pp | 156.71%-145.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $3,126 | $2,701+15.7% | $3,672-14.9% | $2,670+17.1% |
| Participant deferral / active EE | $5,338 | $6,537-18.3% | $7,418-28.0% | $4,125+29.4% |
| Admin fee / account holder | $1,036 | $5,326-80.6% | $7,231-85.7% | $5,651-81.7% |