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 | $246,976 | $104,907+135.4% | $84,611+191.9% | $152,861+61.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 9.65% | 373.79%-364.1pp | 258.74%-249.1pp | 345.32%-335.7pp |
| Employer contribution / active EE | $39,483 | $3,302+1095.9% | $2,652+1388.7% | $4,762+729.1% |
| Participant deferral / active EE | $20,116 | $4,688+329.1% | $3,899+416.0% | $5,850+243.9% |
| Admin fee / account holder | $9,913 | $6,241+58.8% | $4,912+101.8% | $11,596-14.5% |