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 | $240,517 | $96,305+149.7% | $80,569+198.5% | $139,434+72.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 2.49% | 1350.08%-1347.6pp | 935.43%-932.9pp | 372.94%-370.4pp |
| Employer contribution / active EE | $5,604 | $3,262+71.8% | $2,723+105.8% | $4,751+18.0% |
| Participant deferral / active EE | $1,775 | $5,232-66.1% | $4,447-60.1% | $6,710-73.5% |
| Admin fee / account holder | $4,719 | $6,599-28.5% | $5,377-12.2% | $11,403-58.6% |