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 | $229,967 | $91,538+151.2% | $129,995+76.9% | $75,163+206.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.78% | -631.11%+643.9pp | -137.18%+150.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $6,924 | $2,845+143.4% | $4,320+60.3% | $2,670+159.3% |
| Participant deferral / active EE | $10,721 | $4,341+147.0% | $5,820+84.2% | $4,125+159.9% |
| Admin fee / account holder | $36,592 | $6,790+438.9% | $10,614+244.7% | $5,651+547.5% |