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 | $106,318 | $105,998+0.3% | $92,233+15.3% | $147,584-28.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.73% | 50.05%-41.3pp | 176.28%-167.6pp | 578.55%-569.8pp |
| Employer contribution / active EE | $14,075 | $4,333+224.8% | $3,679+282.5% | $4,876+188.6% |
| Participant deferral / active EE | $6,110 | $4,478+36.5% | $3,897+56.8% | $5,439+12.3% |
| Admin fee / account holder | $3,393 | $6,332-46.4% | $5,194-34.7% | $10,885-68.8% |