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 | $235,972 | $111,535+111.6% | $105,223+124.3% | $137,256+71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.36% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $8,431 | $3,939+114.0% | $3,689+128.6% | $4,156+102.9% |
| Participant deferral / active EE | $8,062 | $5,500+46.6% | $5,072+59.0% | $6,407+25.8% |
| Admin fee / account holder | $4,093 | $9,721-57.9% | $8,859-53.8% | $12,270-66.6% |