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 | $165,227 | $74,888+120.6% | $71,209+132.0% | $142,382+16.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.70% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $7,572 | $2,854+165.3% | $2,721+178.3% | $4,299+76.1% |
| Participant deferral / active EE | $4,440 | $4,454-0.3% | $4,175+6.4% | $6,507-31.8% |
| Admin fee / account holder | $2,469 | $5,568-55.7% | $5,349-53.8% | $12,624-80.4% |