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 | $219,455 | $69,207+217.1% | $64,056+242.6% | $139,434+57.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.25% | 45.88%-36.6pp | 33.69%-24.4pp | 372.94%-363.7pp |
| Employer contribution / active EE | $17,524 | $3,182+450.7% | $2,747+538.0% | $4,751+268.9% |
| Participant deferral / active EE | $7,129 | $4,682+52.3% | $3,880+83.7% | $6,710+6.2% |
| Admin fee / account holder | $656 | $4,244-84.5% | $3,068-78.6% | $11,403-94.2% |