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 | $237,452 | $102,382+131.9% | $147,005+61.5% | $80,874+193.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.73% | 134.89%-123.2pp | 418.76%-407.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $4,449 | $3,715+19.8% | $4,934-9.8% | $2,756+61.5% |
| Participant deferral / active EE | $9,514 | $6,646+43.1% | $8,070+17.9% | $4,297+121.4% |
| Admin fee / account holder | $30,050 | $7,942+278.3% | $13,006+131.0% | $6,935+333.3% |