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 | $231,754 | $95,416+142.9% | $185,823+24.7% | $85,850+170.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.45% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,221 | $3,314-63.2% | $5,167-76.4% | $2,565-52.4% |
| Participant deferral / active EE | $8,078 | $3,423+135.9% | $5,568+45.1% | $3,952+104.4% |
| Admin fee / account holder | $11,333 | $7,213+57.1% | $16,237-30.2% | $6,260+81.0% |