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 | $240,090 | $85,766+179.9% | $136,294+76.2% | $70,131+242.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.32% | 31.45%-18.1pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,960 | $2,966+33.5% | $4,695-15.7% | $2,342+69.1% |
| Participant deferral / active EE | $8,223 | $5,051+62.8% | $6,247+31.6% | $3,332+146.8% |
| Admin fee / account holder | $5,315 | $5,420-1.9% | $9,243-42.5% | $4,645+14.4% |