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 5-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 | $211,695 | $72,071+193.7% | $68,368+209.6% | $137,256+54.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.17% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,212 | $2,788+158.7% | $2,649+172.3% | $4,156+73.5% |
| Participant deferral / active EE | $29,545 | $4,410+570.0% | $4,123+616.6% | $6,407+361.2% |
| Admin fee / account holder | $2,233 | $5,336-58.1% | $5,150-56.6% | $12,270-81.8% |