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 | $209,973 | $96,305+118.0% | $80,569+160.6% | $139,434+50.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.05% | 1350.08%-1342.0pp | 935.43%-927.4pp | 372.94%-364.9pp |
| Employer contribution / active EE | $24,771 | $3,262+659.4% | $2,723+809.5% | $4,751+421.4% |
| Participant deferral / active EE | $12,305 | $5,232+135.2% | $4,447+176.7% | $6,710+83.4% |
| Admin fee / account holder | $2,285 | $6,599-65.4% | $5,377-57.5% | $11,403-80.0% |