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 | $240,552 | $102,604+134.4% | $86,188+179.1% | $139,434+72.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.90% | 1922.51%-1917.6pp | 1168.45%-1163.6pp | 372.94%-368.0pp |
| Employer contribution / active EE | $2,109 | $3,032-30.4% | $2,380-11.4% | $4,751-55.6% |
| Participant deferral / active EE | $10,426 | $4,676+123.0% | $3,985+161.6% | $6,710+55.4% |
| Admin fee / account holder | $54,051 | $8,657+524.4% | $6,852+688.9% | $11,403+374.0% |