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 | $144,199 | $77,145+86.9% | $108,410+33.0% | $85,850+68.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.20% | 44.54%-33.3pp | 905.27%-894.1pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,571 | $2,379+8.1% | $3,558-27.7% | $2,565+0.2% |
| Participant deferral / active EE | $4,946 | $5,566-11.1% | $6,563-24.6% | $3,952+25.2% |
| Admin fee / account holder | $24,699 | $5,172+377.6% | $7,295+238.6% | $6,260+294.6% |