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 | $222,679 | $96,635+130.4% | $86,612+157.1% | $139,434+59.7% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 5.74% | 106.41%-100.7pp | 591.07%-585.3pp | 372.94%-367.2pp |
| Employer contribution / active EE | $5,700 | $3,263+74.7% | $3,022+88.6% | $4,751+20.0% |
| Participant deferral / active EE | $4,157 | $4,836-14.0% | $4,438-6.3% | $6,710-38.0% |
| Admin fee / account holder | $3,364 | $6,408-47.5% | $5,614-40.1% | $11,403-70.5% |