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 | $192,928 | $107,334+79.7% | $92,893+107.7% | $152,861+26.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.22% | 145.58%-135.4pp | 109.41%-99.2pp | 345.32%-335.1pp |
| Employer contribution / active EE | $22,842 | $4,221+441.1% | $3,653+525.3% | $4,762+379.6% |
| Participant deferral / active EE | $9,820 | $4,845+102.7% | $4,236+131.8% | $5,850+67.9% |
| Admin fee / account holder | $3,846 | $7,079-45.7% | $5,794-33.6% | $11,596-66.8% |