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 | $191,582 | $74,888+155.8% | $71,209+169.0% | $142,382+34.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.26% | 345.14%-334.9pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,589 | $2,854-44.3% | $2,721-41.6% | $4,299-63.0% |
| Participant deferral / active EE | $3,926 | $4,454-11.9% | $4,175-6.0% | $6,507-39.7% |
| Admin fee / account holder | $5,111 | $5,568-8.2% | $5,349-4.4% | $12,624-59.5% |