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 | $137,106 | $84,696+61.9% | $75,696+81.1% | $167,490-18.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 4.36% | 199.36%-195.0pp | 104.53%-100.2pp | 478.56%-474.2pp |
| Employer contribution / active EE | $10,571 | $3,230+227.3% | $2,743+285.4% | $4,837+118.5% |
| Participant deferral / active EE | $8,002 | $4,580+74.7% | $3,821+109.4% | $6,341+26.2% |
| Admin fee / account holder | $219,197 | $5,355+3993.4% | $3,619+5956.8% | $12,309+1680.8% |