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 | $230,572 | $24,730+832.4% | $66,042+249.1% | $84,808+171.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 11.64% | 79.55%-67.9pp | 52.11%-40.5pp | 40.90%-29.3pp |
| Employer contribution / active EE | $13,496 | $857+1475.4% | $1,579+754.5% | $2,631+412.9% |
| Participant deferral / active EE | $6,818 | $1,737+292.5% | $2,835+140.5% | $4,212+61.9% |
| Admin fee / account holder | $10,835 | $3,014+259.5% | $5,747+88.5% | $7,344+47.5% |