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 | $242,854 | $74,888+224.3% | $71,209+241.0% | $142,382+70.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.66% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $8,719 | $2,854+205.5% | $2,721+220.5% | $4,299+102.8% |
| Participant deferral / active EE | $6,303 | $4,454+41.5% | $4,175+51.0% | $6,507-3.1% |
| Admin fee / account holder | $72,194 | $5,568+1196.5% | $5,349+1249.7% | $12,624+471.9% |