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 | $211,550 | $112,096+88.7% | $95,952+120.5% | $158,922+33.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.61% | 171.09%-165.5pp | 91.61%-86.0pp | 302.83%-297.2pp |
| Employer contribution / active EE | $11,289 | $3,198+253.0% | $2,541+344.3% | $4,761+137.1% |
| Participant deferral / active EE | $8,744 | $4,784+82.8% | $4,167+109.8% | $5,982+46.2% |
| Admin fee / account holder | $132,581 | $10,130+1208.8% | $6,795+1851.0% | $11,246+1078.9% |