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 | $216,434 | $104,907+106.3% | $84,611+155.8% | $152,861+41.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 6.28% | 373.79%-367.5pp | 258.74%-252.5pp | 345.32%-339.0pp |
| Employer contribution / active EE | $14,517 | $3,302+339.7% | $2,652+447.4% | $4,762+204.8% |
| Participant deferral / active EE | $6,888 | $4,688+46.9% | $3,899+76.7% | $5,850+17.7% |
| Admin fee / account holder | $1,862 | $6,241-70.2% | $4,912-62.1% | $11,596-83.9% |