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 | $189,757 | $98,750+92.2% | $149,696+26.8% | $79,858+137.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.64% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $7,697 | $3,216+139.3% | $4,644+65.7% | $2,471+211.5% |
| Participant deferral / active EE | $6,124 | $5,680+7.8% | $6,842-10.5% | $3,740+63.8% |
| Admin fee / account holder | $6,735 | $6,053+11.3% | $9,309-27.7% | $5,306+26.9% |