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 | $127,967 | $84,233+51.9% | $170,442-24.9% | $70,131+82.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.07% | 23.06%-11.0pp | 205.93%-193.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $4,221 | $3,387+24.6% | $5,433-22.3% | $2,342+80.2% |
| Participant deferral / active EE | $5,543 | $3,086+79.6% | $4,939+12.2% | $3,332+66.4% |
| Admin fee / account holder | $549 | $5,698-90.4% | $13,880-96.0% | $4,645-88.2% |