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 | $201,168 | $96,484+108.5% | $75,886+165.1% | $152,861+31.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 8.75% | 33.98%-25.2pp | 30.76%-22.0pp | 345.32%-336.6pp |
| Employer contribution / active EE | $1,037 | $3,309-68.7% | $2,500-58.5% | $4,762-78.2% |
| Participant deferral / active EE | $5,026 | $4,553+10.4% | $3,603+39.5% | $5,850-14.1% |
| Admin fee / account holder | $7,403 | $8,078-8.4% | $5,418+36.6% | $11,596-36.2% |