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 | $190,157 | $68,719+176.7% | $91,541+107.7% | $84,808+124.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.47% | 19.12%-7.6pp | 20.50%-9.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $6,963 | $1,920+262.7% | $2,505+178.0% | $2,631+164.6% |
| Participant deferral / active EE | $5,332 | $3,136+70.0% | $4,008+33.0% | $4,212+26.6% |
| Admin fee / account holder | $6,065 | $5,786+4.8% | $6,956-12.8% | $7,344-17.4% |