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 | $215,910 | $74,888+188.3% | $71,209+203.2% | $142,382+51.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.90% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,511 | $2,854+58.0% | $2,721+65.8% | $4,299+4.9% |
| Participant deferral / active EE | $10,487 | $4,454+135.4% | $4,175+151.2% | $6,507+61.2% |
| Admin fee / account holder | $1,164 | $5,568-79.1% | $5,349-78.2% | $12,624-90.8% |