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 | $92,881 | $105,181-11.7% | $159,436-41.7% | $85,850+8.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.73% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $3,146 | $3,318-5.2% | $4,829-34.9% | $2,565+22.6% |
| Participant deferral / active EE | $6,265 | $5,945+5.4% | $7,352-14.8% | $3,952+58.5% |
| Admin fee / account holder | $8,886 | $6,933+28.2% | $10,799-17.7% | $6,260+42.0% |