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 | $229,102 | $85,022+169.5% | $70,515+224.9% | $139,434+64.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 10.32% | 30.38%-20.1pp | 32.77%-22.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $13,831 | $3,909+253.8% | $2,973+365.2% | $4,751+191.1% |
| Participant deferral / active EE | $15,313 | $5,890+160.0% | $4,567+235.3% | $6,710+128.2% |
| Admin fee / account holder | $1,820 | $8,906-79.6% | $6,412-71.6% | $11,403-84.0% |