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 | $191,030 | $74,888+155.1% | $71,209+168.3% | $142,382+34.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.47% | 345.14%-334.7pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $6,064 | $2,854+112.5% | $2,721+122.9% | $4,299+41.1% |
| Participant deferral / active EE | $7,207 | $4,454+61.8% | $4,175+72.6% | $6,507+10.8% |
| Admin fee / account holder | $17,728 | $5,568+218.4% | $5,349+231.4% | $12,624+40.4% |