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 | $112,177 | $101,618+10.4% | $93,063+20.5% | $137,256-18.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 7.52% | 223.95%-216.4pp | 34.15%-26.6pp | 220.34%-212.8pp |
| Employer contribution / active EE | $9,420 | $2,707+248.0% | $2,476+280.5% | $4,156+126.7% |
| Participant deferral / active EE | $5,112 | $4,279+19.5% | $3,958+29.1% | $6,407-20.2% |
| Admin fee / account holder | $50,327 | $6,198+711.9% | $6,033+734.2% | $12,270+310.2% |