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 | $228,136 | $70,756+222.4% | $65,493+248.3% | $142,382+60.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.78% | 1754.89%-1745.1pp | 982.45%-972.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $22,857 | $2,881+693.5% | $2,574+787.9% | $4,299+431.7% |
| Participant deferral / active EE | $11,513 | $4,637+148.3% | $3,961+190.7% | $6,507+76.9% |
| Admin fee / account holder | $16,379 | $6,559+149.7% | $5,028+225.7% | $12,624+29.8% |