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 | $85,230 | $105,181-19.0% | $159,436-46.5% | $85,850-0.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 7.91% | 45.07%-37.2pp | 263.57%-255.7pp | 318.53%-310.6pp |
| Employer contribution / active EE | $6,727 | $3,318+102.7% | $4,829+39.3% | $2,565+162.2% |
| Participant deferral / active EE | $5,752 | $5,945-3.2% | $7,352-21.8% | $3,952+45.6% |
| Admin fee / account holder | $8,435 | $6,933+21.7% | $10,799-21.9% | $6,260+34.8% |