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 | $172,530 | $105,998+62.8% | $92,233+87.1% | $147,584+16.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.99% | 50.05%-44.1pp | 176.28%-170.3pp | 578.55%-572.6pp |
| Employer contribution / active EE | $16,132 | $4,333+272.3% | $3,679+338.5% | $4,876+230.8% |
| Participant deferral / active EE | $5,742 | $4,478+28.2% | $3,897+47.3% | $5,439+5.6% |
| Admin fee / account holder | $49,959 | $6,332+689.0% | $5,194+862.0% | $10,885+359.0% |