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 | $228,073 | $124,319+83.5% | $111,297+104.9% | $167,490+36.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 2.74% | 37.44%-34.7pp | 54.65%-51.9pp | 478.56%-475.8pp |
| Employer contribution / active EE | $20,333 | $3,435+491.9% | $2,731+644.5% | $4,837+320.3% |
| Participant deferral / active EE | $9,862 | $5,180+90.4% | $4,487+119.8% | $6,341+55.5% |
| Admin fee / account holder | $187,500 | $10,618+1665.9% | $7,964+2254.4% | $12,309+1423.3% |