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 | $127,354 | $91,538+39.1% | $129,995-2.0% | $75,163+69.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.58% | -631.11%+643.7pp | -137.18%+149.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $11,638 | $2,845+309.0% | $4,320+169.4% | $2,670+335.9% |
| Participant deferral / active EE | $9,569 | $4,341+120.4% | $5,820+64.4% | $4,125+132.0% |
| Admin fee / account holder | $2,212 | $6,790-67.4% | $10,614-79.2% | $5,651-60.9% |