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 | $111,814+34.8% | $93,654+60.9% | $145,959+3.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.39% | 203.30%-195.9pp | 133.34%-125.9pp | 561.95%-554.6pp |
| Employer contribution / active EE | $11,400 | $3,092+268.8% | $2,421+370.9% | $4,661+144.6% |
| Participant deferral / active EE | $10,019 | $4,914+103.9% | $4,413+127.0% | $6,689+49.8% |
| Admin fee / account holder | $128,035 | $10,246+1149.6% | $8,282+1445.9% | $13,398+855.6% |