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 | $249,514 | $77,899+220.3% | $149,673+66.7% | $75,163+232.0% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | -5.99% | 31.72%-37.7pp | 134.42%-140.4pp | 160.62%-166.6pp |
| Employer contribution / active EE | $9,105 | $3,137+190.2% | $4,818+89.0% | $2,670+241.0% |
| Participant deferral / active EE | $5,087 | $3,411+49.1% | $5,680-10.4% | $4,125+23.3% |
| Admin fee / account holder | $58,552 | $5,956+883.0% | $13,210+343.2% | $5,651+936.2% |