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 | $246,399 | $126,574+94.7% | $106,213+132.0% | $145,922+68.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.66% | 224.79%-218.1pp | 116.14%-109.5pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,593 | $3,730-3.7% | $3,171+13.3% | $4,660-22.9% |
| Participant deferral / active EE | $8,831 | $5,724+54.3% | $5,016+76.1% | $6,688+32.0% |
| Admin fee / account holder | $81,778 | $17,304+372.6% | $11,033+641.2% | $13,397+510.4% |