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 | $174,103 | $76,407+127.9% | $150,298+15.8% | $82,448+111.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.28% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $5,000 | $2,614+91.3% | $4,154+20.4% | $2,551+96.0% |
| Participant deferral / active EE | $4,156 | $3,214+29.3% | $5,453-23.8% | $4,139+0.4% |
| Admin fee / account holder | $12,753 | $6,352+100.8% | $14,116-9.7% | $7,234+76.3% |