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 | $219,641 | $162,781+34.9% | $133,956+64.0% | $158,922+38.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.74% | 41.94%-37.2pp | 45.09%-40.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,359 | $4,975-72.7% | $3,919-65.3% | $4,761-71.5% |
| Participant deferral / active EE | $15,370 | $5,911+160.0% | $5,048+204.5% | $5,982+156.9% |
| Admin fee / account holder | $3,029 | $11,736-74.2% | $8,927-66.1% | $11,246-73.1% |