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 | $231,734 | $102,317+126.5% | $146,958+57.7% | $80,856+186.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.24% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,540 | $3,713+22.3% | $4,933-8.0% | $2,755+64.8% |
| Participant deferral / active EE | $8,985 | $6,644+35.2% | $8,070+11.3% | $4,296+109.2% |
| Admin fee / account holder | $30,501 | $7,941+284.1% | $12,998+134.7% | $6,918+340.9% |