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 | $154,434 | $91,538+68.7% | $129,995+18.8% | $75,163+105.5% |
| Participation rate | 91.2% | 71.4%+19.7pp | 78.5%+12.7pp | 67.2%+24.0pp |
| Annual return | 1.90% | -631.11%+633.0pp | -137.18%+139.1pp | 160.62%-158.7pp |
| Employer contribution / active EE | $9,483 | $2,845+233.3% | $4,320+119.5% | $2,670+255.2% |
| Participant deferral / active EE | $5,922 | $4,341+36.4% | $5,820+1.8% | $4,125+43.6% |
| Admin fee / account holder | $9,819 | $6,790+44.6% | $10,614-7.5% | $5,651+73.8% |