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 | $229,121 | $98,750+132.0% | $149,696+53.1% | $79,858+186.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 2.66% | 27.43%-24.8pp | 276.60%-273.9pp | 31.71%-29.1pp |
| Employer contribution / active EE | $5,238 | $3,216+62.8% | $4,644+12.8% | $2,471+112.0% |
| Participant deferral / active EE | $8,057 | $5,680+41.8% | $6,842+17.8% | $3,740+115.4% |
| Admin fee / account holder | $5,461 | $6,053-9.8% | $9,309-41.3% | $5,306+2.9% |