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 5-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 | $146,491 | $124,281+17.9% | $109,143+34.2% | $167,490-12.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.39% | 26.04%-17.6pp | 25.75%-17.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $10,000 | $4,207+137.7% | $3,722+168.7% | $4,837+106.7% |
| Participant deferral / active EE | $26,000 | $5,255+394.8% | $4,653+458.8% | $6,341+310.0% |
| Admin fee / account holder | $1,689 | $7,970-78.8% | $6,752-75.0% | $12,309-86.3% |