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 | $192,381 | $91,037+111.3% | $71,671+168.4% | $147,584+30.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 6.77% | 20.48%-13.7pp | 20.65%-13.9pp | 578.55%-571.8pp |
| Employer contribution / active EE | $981 | $3,327-70.5% | $2,460-60.1% | $4,876-79.9% |
| Participant deferral / active EE | $2,930 | $4,498-34.9% | $3,438-14.8% | $5,439-46.1% |
| Admin fee / account holder | $7,360 | $8,613-14.5% | $5,558+32.4% | $10,885-32.4% |