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 | $99,698 | $54,705+82.2% | $71,209+40.0% | $84,808+17.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.15% | 35.90%-22.7pp | 282.51%-269.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $11,333 | $2,158+425.2% | $2,721+316.5% | $2,631+330.8% |
| Participant deferral / active EE | $3,370 | $3,030+11.2% | $4,175-19.3% | $4,212-20.0% |
| Admin fee / account holder | $17,636 | $4,863+262.6% | $5,349+229.7% | $7,344+140.1% |