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 | $243,457 | $85,766+183.9% | $136,294+78.6% | $70,131+247.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.50% | 31.45%-20.0pp | 5155.94%-5144.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $4,070 | $2,966+37.2% | $4,695-13.3% | $2,342+73.7% |
| Participant deferral / active EE | $7,604 | $5,051+50.5% | $6,247+21.7% | $3,332+128.2% |
| Admin fee / account holder | $2,009 | $5,420-62.9% | $9,243-78.3% | $4,645-56.8% |