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 | $74,888+232.0% | $71,209+249.1% | $142,382+74.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.19% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,558 | $2,854+24.6% | $2,721+30.8% | $4,299-17.2% |
| Participant deferral / active EE | $11,883 | $4,454+166.8% | $4,175+184.6% | $6,507+82.6% |
| Admin fee / account holder | $9,134 | $5,568+64.0% | $5,349+70.8% | $12,624-27.6% |