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 | $238,298 | $49,922+377.3% | $80,569+195.8% | $75,163+217.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 14.04% | 34.69%-20.7pp | 935.43%-921.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,339 | $1,698+155.5% | $2,723+59.3% | $2,670+62.5% |
| Participant deferral / active EE | $5,145 | $2,990+72.1% | $4,447+15.7% | $4,125+24.7% |
| Admin fee / account holder | $18,108 | $3,577+406.2% | $5,377+236.8% | $5,651+220.4% |