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 | $220,313 | $78,422+180.9% | $95,952+129.6% | $79,858+175.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.08% | 19.37%-14.3pp | 91.61%-86.5pp | 31.71%-26.6pp |
| Employer contribution / active EE | $2,394 | $1,945+23.1% | $2,541-5.8% | $2,471-3.1% |
| Participant deferral / active EE | $6,685 | $3,440+94.3% | $4,167+60.4% | $3,740+78.7% |
| Admin fee / account holder | $6,501 | $5,622+15.6% | $6,795-4.3% | $5,306+22.5% |