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 | $79,186 | $105,998-25.3% | $92,233-14.1% | $147,584-46.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.51% | 50.05%-41.5pp | 176.28%-167.8pp | 578.55%-570.0pp |
| Employer contribution / active EE | $7,973 | $4,333+84.0% | $3,679+116.7% | $4,876+63.5% |
| Participant deferral / active EE | $7,786 | $4,478+73.9% | $3,897+99.8% | $5,439+43.2% |
| Admin fee / account holder | $1,194 | $6,332-81.1% | $5,194-77.0% | $10,885-89.0% |