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 | $183,862 | $85,202+115.8% | $172,739+6.4% | $72,985+151.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.72% | 27.32%-11.6pp | 802.84%-787.1pp | 81.00%-65.3pp |
| Employer contribution / active EE | $7,356 | $3,324+121.3% | $5,143+43.0% | $2,440+201.5% |
| Participant deferral / active EE | $4,739 | $3,260+45.4% | $5,198-8.8% | $3,607+31.4% |
| Admin fee / account holder | $988 | $5,884-83.2% | $13,954-92.9% | $5,124-80.7% |