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 | $130,920 | $72,071+81.7% | $68,368+91.5% | $137,256-4.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.06% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $12,313 | $2,788+341.6% | $2,649+364.8% | $4,156+196.3% |
| Participant deferral / active EE | $6,707 | $4,410+52.1% | $4,123+62.7% | $6,407+4.7% |
| Admin fee / account holder | $28,212 | $5,336+428.8% | $5,150+447.8% | $12,270+129.9% |