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 | $234,039 | $84,696+176.3% | $75,696+209.2% | $167,490+39.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.34% | 199.36%-190.0pp | 104.53%-95.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $4,040 | $3,230+25.1% | $2,743+47.3% | $4,837-16.5% |
| Participant deferral / active EE | $11,018 | $4,580+140.6% | $3,821+188.3% | $6,341+73.7% |
| Admin fee / account holder | $9,389 | $5,355+75.3% | $3,619+159.4% | $12,309-23.7% |