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 | $176,863 | $105,998+66.9% | $92,233+91.8% | $147,584+19.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.02% | 50.05%-47.0pp | 176.28%-173.3pp | 578.55%-575.5pp |
| Employer contribution / active EE | $2,457 | $4,333-43.3% | $3,679-33.2% | $4,876-49.6% |
| Participant deferral / active EE | $13,060 | $4,478+191.7% | $3,897+235.2% | $5,439+140.1% |
| Admin fee / account holder | $2,384 | $6,332-62.4% | $5,194-54.1% | $10,885-78.1% |