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 | $111,537 | $102,317+9.0% | $146,958-24.1% | $80,856+37.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.54% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,592 | $3,713-3.3% | $4,933-27.2% | $2,755+30.4% |
| Participant deferral / active EE | $9,514 | $6,644+43.2% | $8,070+17.9% | $4,296+121.5% |
| Admin fee / account holder | $14,129 | $7,941+77.9% | $12,998+8.7% | $6,918+104.2% |