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 | $207,890 | $102,317+103.2% | $146,958+41.5% | $80,856+157.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.36% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $5,308 | $3,713+43.0% | $4,933+7.6% | $2,755+92.7% |
| Participant deferral / active EE | $7,023 | $6,644+5.7% | $8,070-13.0% | $4,296+63.5% |
| Admin fee / account holder | $974 | $7,941-87.7% | $12,998-92.5% | $6,918-85.9% |