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 | $241,088 | $158,398+52.2% | $126,539+90.5% | $142,382+69.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 1.70% | 593.76%-592.1pp | 425.95%-424.2pp | 217.08%-215.4pp |
| Employer contribution / active EE | $11,481 | $4,650+146.9% | $3,674+212.5% | $4,299+167.1% |
| Participant deferral / active EE | $12,356 | $4,767+159.2% | $4,083+202.7% | $6,507+89.9% |
| Admin fee / account holder | $5,600 | $6,918-19.1% | $6,065-7.7% | $12,624-55.6% |