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 | $245,983 | $95,266+158.2% | $82,389+198.6% | $142,382+72.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 4.42% | 25.74%-21.3pp | 28.67%-24.3pp | 217.08%-212.7pp |
| Employer contribution / active EE | $6,594 | $2,991+120.4% | $2,517+162.0% | $4,299+53.4% |
| Participant deferral / active EE | $23,660 | $4,809+392.0% | $4,155+469.5% | $6,507+263.6% |
| Admin fee / account holder | $49,322 | $8,563+476.0% | $7,231+582.1% | $12,624+290.7% |