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 | $224,374 | $118,849+88.8% | $96,562+132.4% | $167,490+34.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.21% | 50.49%-43.3pp | 37.78%-30.6pp | 478.56%-471.3pp |
| Employer contribution / active EE | $10,825 | $3,120+247.0% | $2,356+359.4% | $4,837+123.8% |
| Participant deferral / active EE | $11,595 | $4,616+151.2% | $3,849+201.3% | $6,341+82.9% |
| Admin fee / account holder | $4,460 | $8,065-44.7% | $6,181-27.8% | $12,309-63.8% |