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 | $230,547 | $105,998+117.5% | $92,233+150.0% | $147,584+56.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.35% | 50.05%-43.7pp | 176.28%-169.9pp | 578.55%-572.2pp |
| Employer contribution / active EE | $2,273 | $4,333-47.5% | $3,679-38.2% | $4,876-53.4% |
| Participant deferral / active EE | $2,946 | $4,478-34.2% | $3,897-24.4% | $5,439-45.8% |
| Admin fee / account holder | $9,923 | $6,332+56.7% | $5,194+91.1% | $10,885-8.8% |