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 | $153,694 | $111,754+37.5% | $103,333+48.7% | $145,922+5.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.21% | 24.77%-21.6pp | 24.88%-21.7pp | 561.29%-558.1pp |
| Employer contribution / active EE | $10,622 | $4,212+152.2% | $3,868+174.6% | $4,660+128.0% |
| Participant deferral / active EE | $20,333 | $5,619+261.9% | $5,057+302.0% | $6,688+204.0% |
| Admin fee / account holder | $1,460 | $9,750-85.0% | $8,355-82.5% | $13,397-89.1% |