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 | $185,436 | $74,888+147.6% | $71,209+160.4% | $142,382+30.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.28% | 345.14%-337.9pp | 282.51%-275.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $5,282 | $2,854+85.1% | $2,721+94.1% | $4,299+22.9% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $13,422 | $5,568+141.0% | $5,349+150.9% | $12,624+6.3% |