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 | $113,780 | $81,208+40.1% | $98,907+15.0% | $79,858+42.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 8.94% | 60.99%-52.1pp | 196.43%-187.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $9,284 | $1,960+373.8% | $2,689+245.3% | $2,471+275.8% |
| Participant deferral / active EE | $6,875 | $3,265+110.6% | $4,244+62.0% | $3,740+83.8% |
| Admin fee / account holder | $5,832 | $6,013-3.0% | $6,642-12.2% | $5,306+9.9% |