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 | $118,486 | $99,020+19.7% | $86,590+36.8% | $147,584-19.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.58% | 1312.34%-1308.8pp | 964.84%-961.3pp | 578.55%-575.0pp |
| Employer contribution / active EE | $7,943 | $3,132+153.6% | $2,839+179.8% | $4,876+62.9% |
| Participant deferral / active EE | $3,000 | $3,972-24.5% | $3,609-16.9% | $5,439-44.8% |
| Admin fee / account holder | $972 | $5,710-83.0% | $4,906-80.2% | $10,885-91.1% |