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 | $98,188 | $98,750-0.6% | $149,696-34.4% | $79,858+23.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.00% | 27.43%-17.4pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $6,190 | $3,216+92.4% | $4,644+33.3% | $2,471+150.5% |
| Participant deferral / active EE | $7,803 | $5,680+37.4% | $6,842+14.0% | $3,740+108.6% |
| Admin fee / account holder | $8,857 | $6,053+46.3% | $9,309-4.9% | $5,306+66.9% |