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 | $96,000 | $74,888+28.2% | $71,209+34.8% | $142,382-32.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.17% | 345.14%-338.0pp | 282.51%-275.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $3,774 | $2,854+32.2% | $2,721+38.7% | $4,299-12.2% |
| Participant deferral / active EE | $10,087 | $4,454+126.4% | $4,175+141.6% | $6,507+55.0% |
| Admin fee / account holder | $13,784 | $5,568+147.5% | $5,349+157.7% | $12,624+9.2% |