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 | $97,971 | $68,346+43.3% | $94,646+3.5% | $75,163+30.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 14.39% | 616.93%-602.5pp | 156.71%-142.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $8,397 | $2,701+210.9% | $3,672+128.7% | $2,670+214.5% |
| Participant deferral / active EE | $4,946 | $6,537-24.3% | $7,418-33.3% | $4,125+19.9% |
| Admin fee / account holder | $6,836 | $5,326+28.4% | $7,231-5.5% | $5,651+21.0% |