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 | $245,103 | $95,416+156.9% | $185,823+31.9% | $85,850+185.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 1.49% | 23.59%-22.1pp | 122.05%-120.6pp | 318.53%-317.0pp |
| Employer contribution / active EE | $10,955 | $3,314+230.6% | $5,167+112.0% | $2,565+327.1% |
| Participant deferral / active EE | $6,538 | $3,423+91.0% | $5,568+17.4% | $3,952+65.5% |
| Admin fee / account holder | $2,764 | $7,213-61.7% | $16,237-83.0% | $6,260-55.9% |