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 | $87,166+182.2% | $76,735+220.6% | $137,256+79.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 4.42% | 26.50%-22.1pp | 29.77%-25.4pp | 220.34%-215.9pp |
| Employer contribution / active EE | $6,594 | $2,904+127.0% | $2,454+168.7% | $4,156+58.7% |
| Participant deferral / active EE | $23,660 | $4,726+400.6% | $4,088+478.8% | $6,407+269.3% |
| Admin fee / account holder | $49,322 | $8,403+486.9% | $7,189+586.0% | $12,270+302.0% |