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 | $193,067 | $110,261+75.1% | $95,745+101.6% | $139,434+38.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -0.34% | 27.11%-27.4pp | 28.35%-28.7pp | 372.94%-373.3pp |
| Employer contribution / active EE | $11,111 | $3,257+241.1% | $2,835+292.0% | $4,751+133.9% |
| Participant deferral / active EE | $5,014 | $4,676+7.2% | $4,245+18.1% | $6,710-25.3% |
| Admin fee / account holder | $6,020 | $6,613-9.0% | $5,678+6.0% | $11,403-47.2% |