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 | $144,724 | $109,327+32.4% | $89,391+61.9% | $158,922-8.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.54% | 345.68%-342.1pp | 245.62%-242.1pp | 302.83%-299.3pp |
| Employer contribution / active EE | $12,933 | $3,170+308.0% | $2,586+400.2% | $4,761+171.6% |
| Participant deferral / active EE | $8,834 | $4,598+92.1% | $3,890+127.1% | $5,982+47.7% |
| Admin fee / account holder | $671 | $6,153-89.1% | $4,881-86.3% | $11,246-94.0% |