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 | $194,918 | $96,635+101.7% | $86,612+125.0% | $139,434+39.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.84% | 106.41%-99.6pp | 591.07%-584.2pp | 372.94%-366.1pp |
| Employer contribution / active EE | $13,882 | $3,263+325.4% | $3,022+359.3% | $4,751+192.2% |
| Participant deferral / active EE | $5,652 | $4,836+16.9% | $4,438+27.4% | $6,710-15.8% |
| Admin fee / account holder | $9,019 | $6,408+40.7% | $5,614+60.6% | $11,403-20.9% |