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 | $190,420 | $103,376+84.2% | $87,100+118.6% | $152,861+24.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 3.24% | 28.10%-24.9pp | 28.19%-25.0pp | 345.32%-342.1pp |
| Employer contribution / active EE | $6,499 | $3,220+101.8% | $2,521+157.8% | $4,762+36.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,048 | $12,205-75.0% | $7,497-59.3% | $11,596-73.7% |