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 | $147,297 | $99,341+48.3% | $84,750+73.8% | $273,961-46.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.29% | 22.93%-25.2pp | 22.78%-25.1pp | 41.45%-43.7pp |
| Employer contribution / active EE | $17,753 | $4,214+321.3% | $3,574+396.7% | $4,869+264.6% |
| Participant deferral / active EE | $5,615 | $4,269+31.5% | $3,712+51.3% | $5,287+6.2% |
| Admin fee / account holder | $69,784 | $6,644+950.3% | $5,332+1208.7% | $10,132+588.8% |