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 | $249,943 | $69,207+261.2% | $64,056+290.2% | $139,434+79.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.86% | 45.88%-39.0pp | 33.69%-26.8pp | 372.94%-366.1pp |
| Employer contribution / active EE | $3,431 | $3,182+7.8% | $2,747+24.9% | $4,751-27.8% |
| Participant deferral / active EE | $9,313 | $4,682+98.9% | $3,880+140.0% | $6,710+38.8% |
| Admin fee / account holder | $89,488 | $4,244+2008.6% | $3,068+2816.7% | $11,403+684.8% |