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 | $176,629 | $76,000+132.4% | $154,107+14.6% | $64,186+175.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.71% | 30.32%-39.0pp | 735.12%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $6,286 | $3,351+87.6% | $5,298+18.7% | $2,381+164.0% |
| Participant deferral / active EE | $6,106 | $3,175+92.3% | $5,081+20.2% | $3,470+76.0% |
| Admin fee / account holder | $8,465 | $5,596+51.3% | $13,411-36.9% | $4,888+73.2% |