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 | $118,196 | $74,888+57.8% | $71,209+66.0% | $142,382-17.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.19% | 345.14%-339.0pp | 282.51%-276.3pp | 217.08%-210.9pp |
| Employer contribution / active EE | $15,958 | $2,854+459.1% | $2,721+486.5% | $4,299+271.2% |
| Participant deferral / active EE | $17,385 | $4,454+290.3% | $4,175+316.4% | $6,507+167.2% |
| Admin fee / account holder | $12,506 | $5,568+124.6% | $5,349+133.8% | $12,624-0.9% |