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 | $198,766 | $85,202+133.3% | $172,739+15.1% | $72,985+172.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.35% | 27.32%-23.0pp | 802.84%-798.5pp | 81.00%-76.7pp |
| Employer contribution / active EE | $7,011 | $3,324+110.9% | $5,143+36.3% | $2,440+187.4% |
| Participant deferral / active EE | $3,105 | $3,260-4.8% | $5,198-40.3% | $3,607-13.9% |
| Admin fee / account holder | $2,383 | $5,884-59.5% | $13,954-82.9% | $5,124-53.5% |