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 | $197,841 | $98,750+100.3% | $149,696+32.2% | $79,858+147.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.53% | 27.43%-20.9pp | 276.60%-270.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $7,239 | $3,216+125.0% | $4,644+55.9% | $2,471+193.0% |
| Participant deferral / active EE | $5,851 | $5,680+3.0% | $6,842-14.5% | $3,740+56.5% |
| Admin fee / account holder | $690 | $6,053-88.6% | $9,309-92.6% | $5,306-87.0% |