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 | $239,682 | $105,998+126.1% | $92,233+159.9% | $147,584+62.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.36% | 50.05%-40.7pp | 176.28%-166.9pp | 578.55%-569.2pp |
| Employer contribution / active EE | $4,007 | $4,333-7.5% | $3,679+8.9% | $4,876-17.8% |
| Participant deferral / active EE | $6,323 | $4,478+41.2% | $3,897+62.3% | $5,439+16.3% |
| Admin fee / account holder | $326 | $6,332-94.9% | $5,194-93.7% | $10,885-97.0% |