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 | $204,017 | $61,774+230.3% | $97,226+109.8% | $80,856+152.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 8.28% | -557.90%+566.2pp | 75.13%-66.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $6,978 | $1,837+279.9% | $2,729+155.7% | $2,755+153.3% |
| Participant deferral / active EE | $8,270 | $3,029+173.0% | $4,264+94.0% | $4,296+92.5% |
| Admin fee / account holder | $2,817 | $5,166-45.5% | $5,654-50.2% | $6,918-59.3% |