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 | $228,869 | $107,334+113.2% | $92,893+146.4% | $152,861+49.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.81% | 145.58%-138.8pp | 109.41%-102.6pp | 345.32%-338.5pp |
| Employer contribution / active EE | $13,543 | $4,221+220.9% | $3,653+270.8% | $4,762+184.4% |
| Participant deferral / active EE | $1,892 | $4,845-60.9% | $4,236-55.3% | $5,850-67.7% |
| Admin fee / account holder | $2,216 | $7,079-68.7% | $5,794-61.8% | $11,596-80.9% |