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 7-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 | $204,490 | $124,281+64.5% | $109,143+87.4% | $167,490+22.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.07% | 26.04%-22.0pp | 25.75%-21.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $6,500 | $4,207+54.5% | $3,722+74.6% | $4,837+34.4% |
| Participant deferral / active EE | $19,200 | $5,255+265.4% | $4,653+312.6% | $6,341+202.8% |
| Admin fee / account holder | $2,500 | $7,970-68.6% | $6,752-63.0% | $12,309-79.7% |