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 | $225,576 | $107,334+110.2% | $92,893+142.8% | $152,861+47.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.07% | 145.58%-142.5pp | 109.41%-106.3pp | 345.32%-342.2pp |
| Employer contribution / active EE | $15,911 | $4,221+277.0% | $3,653+335.6% | $4,762+234.1% |
| Participant deferral / active EE | $1,533 | $4,845-68.4% | $4,236-63.8% | $5,850-73.8% |
| Admin fee / account holder | $1,016 | $7,079-85.6% | $5,794-82.5% | $11,596-91.2% |