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 | $217,761 | $81,208+168.2% | $98,907+120.2% | $79,858+172.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 9.85% | 60.99%-51.1pp | 196.43%-186.6pp | 31.71%-21.9pp |
| Employer contribution / active EE | $9,444 | $1,960+381.9% | $2,689+251.2% | $2,471+282.2% |
| Participant deferral / active EE | $4,925 | $3,265+50.8% | $4,244+16.0% | $3,740+31.7% |
| Admin fee / account holder | $20,546 | $6,013+241.7% | $6,642+209.4% | $5,306+287.2% |