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 | $202,756 | $96,484+110.1% | $75,886+167.2% | $152,861+32.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 8.95% | 33.98%-25.0pp | 30.76%-21.8pp | 345.32%-336.4pp |
| Employer contribution / active EE | $23,857 | $3,309+620.9% | $2,500+854.1% | $4,762+401.0% |
| Participant deferral / active EE | $7,754 | $4,553+70.3% | $3,603+115.2% | $5,850+32.5% |
| Admin fee / account holder | $8,438 | $8,078+4.5% | $5,418+55.7% | $11,596-27.2% |