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 | $240,413 | $107,334+124.0% | $92,893+158.8% | $152,861+57.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.69% | 145.58%-140.9pp | 109.41%-104.7pp | 345.32%-340.6pp |
| Employer contribution / active EE | $7,026 | $4,221+66.5% | $3,653+92.4% | $4,762+47.5% |
| Participant deferral / active EE | $2,129 | $4,845-56.1% | $4,236-49.8% | $5,850-63.6% |
| Admin fee / account holder | $719 | $7,079-89.8% | $5,794-87.6% | $11,596-93.8% |