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 | $191,201 | $107,334+78.1% | $92,893+105.8% | $152,861+25.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.65% | 145.58%-142.9pp | 109.41%-106.8pp | 345.32%-342.7pp |
| Employer contribution / active EE | $22,103 | $4,221+423.7% | $3,653+505.1% | $4,762+364.1% |
| Participant deferral / active EE | $7,969 | $4,845+64.5% | $4,236+88.1% | $5,850+36.2% |
| Admin fee / account holder | $43,498 | $7,079+514.4% | $5,794+650.8% | $11,596+275.1% |