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 | $176,922 | $96,635+83.1% | $86,612+104.3% | $139,434+26.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.44% | 106.41%-97.0pp | 591.07%-581.6pp | 372.94%-363.5pp |
| Employer contribution / active EE | $10,855 | $3,263+232.7% | $3,022+259.1% | $4,751+128.5% |
| Participant deferral / active EE | $5,993 | $4,836+23.9% | $4,438+35.0% | $6,710-10.7% |
| Admin fee / account holder | $312,493 | $6,408+4776.8% | $5,614+5466.1% | $11,403+2640.6% |