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 | $152,938 | $84,233+81.6% | $170,442-10.3% | $70,131+118.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.04% | 23.06%-15.0pp | 205.93%-197.9pp | 73.14%-65.1pp |
| Employer contribution / active EE | $7,877 | $3,387+132.6% | $5,433+45.0% | $2,342+236.3% |
| Participant deferral / active EE | $2,687 | $3,086-12.9% | $4,939-45.6% | $3,332-19.4% |
| Admin fee / account holder | $7,252 | $5,698+27.3% | $13,880-47.8% | $4,645+56.1% |