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 | $203,839 | $52,279+289.9% | $89,391+128.0% | $79,858+155.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 4.68% | 22.16%-17.5pp | 245.62%-240.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $11,999 | $1,572+663.5% | $2,586+364.1% | $2,471+385.6% |
| Participant deferral / active EE | $3,695 | $2,740+34.8% | $3,890-5.0% | $3,740-1.2% |
| Admin fee / account holder | $1,219 | $3,356-63.7% | $4,881-75.0% | $5,306-77.0% |