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 | $199,730 | $74,888+166.7% | $71,209+180.5% | $142,382+40.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 2.33% | 345.14%-342.8pp | 282.51%-280.2pp | 217.08%-214.7pp |
| Employer contribution / active EE | $731 | $2,854-74.4% | $2,721-73.1% | $4,299-83.0% |
| Participant deferral / active EE | $11,855 | $4,454+166.1% | $4,175+183.9% | $6,507+82.2% |
| Admin fee / account holder | $57,982 | $5,568+941.3% | $5,349+984.0% | $12,624+359.3% |