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 | $215,791 | $157,256+37.2% | $141,162+52.9% | $152,861+41.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.41% | 64.32%-49.9pp | 71.39%-57.0pp | 345.32%-330.9pp |
| Employer contribution / active EE | $20,588 | $5,261+291.3% | $4,735+334.8% | $4,762+332.3% |
| Participant deferral / active EE | $2,571 | $7,109-63.8% | $6,709-61.7% | $5,850-56.0% |
| Admin fee / account holder | $159,676 | $12,120+1217.4% | $10,261+1456.1% | $11,596+1276.9% |