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 | $111,830 | $70,669+58.2% | $169,368-34.0% | $75,163+48.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 11.56% | 36.36%-24.8pp | 405.60%-394.0pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,599 | $2,211+17.6% | $4,013-35.2% | $2,670-2.7% |
| Participant deferral / active EE | $5,049 | $4,311+17.1% | $6,221-18.8% | $4,125+22.4% |
| Admin fee / account holder | $9,393 | $5,402+73.9% | $9,003+4.3% | $5,651+66.2% |