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 | $91,265 | $105,998-13.9% | $92,233-1.1% | $147,584-38.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.96% | 50.05%-42.1pp | 176.28%-168.3pp | 578.55%-570.6pp |
| Employer contribution / active EE | $2,380 | $4,333-45.1% | $3,679-35.3% | $4,876-51.2% |
| Participant deferral / active EE | $2,961 | $4,478-33.9% | $3,897-24.0% | $5,439-45.6% |
| Admin fee / account holder | $1,226 | $6,332-80.6% | $5,194-76.4% | $10,885-88.7% |