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 | $230,710 | $124,319+85.6% | $111,297+107.3% | $167,490+37.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.46% | 37.44%-32.0pp | 54.65%-49.2pp | 478.56%-473.1pp |
| Employer contribution / active EE | $4,035 | $3,435+17.5% | $2,731+47.7% | $4,837-16.6% |
| Participant deferral / active EE | $10,061 | $5,180+94.2% | $4,487+124.2% | $6,341+58.7% |
| Admin fee / account holder | $44,403 | $10,618+318.2% | $7,964+457.6% | $12,309+260.7% |