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 | $200,502 | $105,126+90.7% | $94,646+111.8% | $139,434+43.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 4.38% | 38.03%-33.7pp | 156.71%-152.3pp | 372.94%-368.6pp |
| Employer contribution / active EE | $9,336 | $4,106+127.4% | $3,672+154.3% | $4,751+96.5% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $81,928 | $8,984+811.9% | $7,231+1033.0% | $11,403+618.5% |