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 | $98,035 | $109,327-10.3% | $89,391+9.7% | $158,922-38.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 4.63% | 345.68%-341.0pp | 245.62%-241.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,789 | $3,170-43.6% | $2,586-30.8% | $4,761-62.4% |
| Participant deferral / active EE | $3,709 | $4,598-19.3% | $3,890-4.7% | $5,982-38.0% |
| Admin fee / account holder | $19,311 | $6,153+213.8% | $4,881+295.6% | $11,246+71.7% |