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 | $100,530 | $210,648-52.3% | $177,989-43.5% | $145,922-31.1% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 5.09% | 385.86%-380.8pp | 294.48%-289.4pp | 561.29%-556.2pp |
| Employer contribution / active EE | $3,623 | $4,565-20.6% | $3,949-8.2% | $4,660-22.2% |
| Participant deferral / active EE | $8,067 | $6,958+15.9% | $6,276+28.5% | $6,688+20.6% |
| Admin fee / account holder | $39,798 | $12,013+231.3% | $10,363+284.0% | $13,397+197.1% |