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 | $87,031 | $100,041-13.0% | $149,718-41.9% | $70,131+24.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.97% | 27.43%-14.5pp | 1501.63%-1488.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $4,388 | $3,662+19.8% | $5,445-19.4% | $2,342+87.3% |
| Participant deferral / active EE | $3,818 | $4,983-23.4% | $6,569-41.9% | $3,332+14.6% |
| Admin fee / account holder | $11,155 | $8,286+34.6% | $11,283-1.1% | $4,645+140.1% |