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 | $210,609 | $68,346+208.2% | $94,646+122.5% | $75,163+180.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 11.56% | 616.93%-605.4pp | 156.71%-145.1pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,739 | $2,701+1.4% | $3,672-25.4% | $2,670+2.6% |
| Participant deferral / active EE | $5,639 | $6,537-13.7% | $7,418-24.0% | $4,125+36.7% |
| Admin fee / account holder | $6,851 | $5,326+28.6% | $7,231-5.2% | $5,651+21.2% |