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 | $82,830 | $105,998-21.9% | $92,233-10.2% | $147,584-43.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.59% | 50.05%-41.5pp | 176.28%-167.7pp | 578.55%-570.0pp |
| Employer contribution / active EE | $4,798 | $4,333+10.7% | $3,679+30.4% | $4,876-1.6% |
| Participant deferral / active EE | $16,989 | $4,478+279.4% | $3,897+336.0% | $5,439+212.4% |
| Admin fee / account holder | $16,626 | $6,332+162.6% | $5,194+220.1% | $10,885+52.7% |