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 | $150,686 | $111,724+34.9% | $93,606+61.0% | $145,922+3.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.39% | 202.98%-195.6pp | 133.20%-125.8pp | 561.29%-553.9pp |
| Employer contribution / active EE | $11,400 | $3,090+269.0% | $2,420+371.1% | $4,660+144.7% |
| Participant deferral / active EE | $10,019 | $4,912+104.0% | $4,411+127.1% | $6,688+49.8% |
| Admin fee / account holder | $128,035 | $10,250+1149.2% | $8,285+1445.4% | $13,397+855.7% |