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 | $208,699 | $102,317+104.0% | $146,958+42.0% | $80,856+158.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.13% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $6,496 | $3,713+74.9% | $4,933+31.7% | $2,755+135.8% |
| Participant deferral / active EE | $8,511 | $6,644+28.1% | $8,070+5.5% | $4,296+98.1% |
| Admin fee / account holder | $40,870 | $7,941+414.7% | $12,998+214.4% | $6,918+490.8% |