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 | $199,419 | $74,888+166.3% | $71,209+180.0% | $142,382+40.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.88% | 345.14%-332.3pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,882 | $2,854+71.0% | $2,721+79.4% | $4,299+13.6% |
| Participant deferral / active EE | $12,238 | $4,454+174.7% | $4,175+193.1% | $6,507+88.1% |
| Admin fee / account holder | $644 | $5,568-88.4% | $5,349-88.0% | $12,624-94.9% |