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 9-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 | $193,274 | $81,208+138.0% | $98,907+95.4% | $79,858+142.0% |
| Participation rate | 93.5% | 72.5%+21.0pp | 76.0%+17.5pp | 69.6%+23.8pp |
| Annual return | -6.69% | 60.99%-67.7pp | 196.43%-203.1pp | 31.71%-38.4pp |
| Employer contribution / active EE | $8,778 | $1,960+347.9% | $2,689+226.4% | $2,471+255.3% |
| Participant deferral / active EE | $5,865 | $3,265+79.6% | $4,244+38.2% | $3,740+56.8% |
| Admin fee / account holder | $15,313 | $6,013+154.7% | $6,642+130.6% | $5,306+188.6% |