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 | $208,736 | $157,256+32.7% | $141,162+47.9% | $152,861+36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.79% | 64.32%-53.5pp | 71.39%-60.6pp | 345.32%-334.5pp |
| Employer contribution / active EE | $9,144 | $5,261+73.8% | $4,735+93.1% | $4,762+92.0% |
| Participant deferral / active EE | $8,724 | $7,109+22.7% | $6,709+30.0% | $5,850+49.1% |
| Admin fee / account holder | $170,861 | $12,120+1309.7% | $10,261+1565.1% | $11,596+1373.4% |