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 | $199,607 | $105,859+88.6% | $90,160+121.4% | $147,584+35.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.56% | 37.63%-32.1pp | 34.88%-29.3pp | 578.55%-573.0pp |
| Employer contribution / active EE | $9,167 | $4,126+122.2% | $3,318+176.3% | $4,876+88.0% |
| Participant deferral / active EE | $6,535 | $5,733+14.0% | $5,288+23.6% | $5,439+20.2% |
| Admin fee / account holder | $15,958 | $8,046+98.3% | $5,943+168.5% | $10,885+46.6% |