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 | $228,910 | $126,574+80.9% | $106,213+115.5% | $145,922+56.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.42% | 224.79%-219.4pp | 116.14%-110.7pp | 561.29%-555.9pp |
| Employer contribution / active EE | $15,320 | $3,730+310.7% | $3,171+383.1% | $4,660+228.8% |
| Participant deferral / active EE | $5,917 | $5,724+3.4% | $5,016+18.0% | $6,688-11.5% |
| Admin fee / account holder | $7,207 | $17,304-58.4% | $11,033-34.7% | $13,397-46.2% |