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 | $121,225 | $84,233+43.9% | $170,442-28.9% | $70,131+72.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.19% | 23.06%-12.9pp | 205.93%-195.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $7,649 | $3,387+125.8% | $5,433+40.8% | $2,342+226.6% |
| Participant deferral / active EE | $6,003 | $3,086+94.5% | $4,939+21.5% | $3,332+80.2% |
| Admin fee / account holder | $54,382 | $5,698+854.4% | $13,880+291.8% | $4,645+1070.7% |