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 | $209,474 | $100,852+107.7% | $90,404+131.7% | $158,922+31.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.24% | 1724.20%-1720.0pp | 1293.02%-1288.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $12,020 | $3,689+225.9% | $3,262+268.5% | $4,761+152.5% |
| Participant deferral / active EE | $7,780 | $4,348+78.9% | $3,963+96.3% | $5,982+30.1% |
| Admin fee / account holder | $267,262 | $6,501+4011.1% | $5,611+4663.3% | $11,246+2276.6% |