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 | $222,304 | $74,888+196.8% | $71,209+212.2% | $142,382+56.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.15% | 345.14%-337.0pp | 282.51%-274.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,426 | $2,854+20.0% | $2,721+25.9% | $4,299-20.3% |
| Participant deferral / active EE | $17,043 | $4,454+282.6% | $4,175+308.2% | $6,507+161.9% |
| Admin fee / account holder | $2,375 | $5,568-57.3% | $5,349-55.6% | $12,624-81.2% |