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 | $248,620 | $72,071+245.0% | $68,368+263.7% | $137,256+81.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.19% | 353.14%-341.0pp | 292.57%-280.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,558 | $2,788+27.6% | $2,649+34.3% | $4,156-14.4% |
| Participant deferral / active EE | $11,883 | $4,410+169.5% | $4,123+188.2% | $6,407+85.5% |
| Admin fee / account holder | $9,134 | $5,336+71.2% | $5,150+77.4% | $12,270-25.6% |