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 | $204,660 | $77,899+162.7% | $149,673+36.7% | $75,163+172.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.50% | 31.72%-20.2pp | 134.42%-122.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $12,131 | $3,137+286.7% | $4,818+151.8% | $2,670+354.4% |
| Participant deferral / active EE | $6,621 | $3,411+94.1% | $5,680+16.6% | $4,125+60.5% |
| Admin fee / account holder | $3,268 | $5,956-45.1% | $13,210-75.3% | $5,651-42.2% |