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 | $149,540 | $106,515+40.4% | $96,683+54.7% | $139,434+7.2% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 4.97% | 38.43%-33.5pp | 35.69%-30.7pp | 372.94%-368.0pp |
| Employer contribution / active EE | $12,500 | $4,103+204.7% | $3,737+234.5% | $4,751+163.1% |
| Participant deferral / active EE | $6,546 | $5,454+20.0% | $4,878+34.2% | $6,710-2.4% |
| Admin fee / account holder | $72,119 | $7,877+815.6% | $6,730+971.7% | $11,403+532.5% |