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 | $98,640 | $102,966-4.2% | $90,281+9.3% | $152,861-35.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.37% | 95.16%-87.8pp | 78.10%-70.7pp | 345.32%-337.9pp |
| Employer contribution / active EE | $6,449 | $3,139+105.5% | $2,854+125.9% | $4,762+35.4% |
| Participant deferral / active EE | $6,167 | $4,281+44.0% | $3,885+58.7% | $5,850+5.4% |
| Admin fee / account holder | $424 | $6,171-93.1% | $5,351-92.1% | $11,596-96.3% |