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 | $108,748 | $100,041+8.7% | $149,718-27.4% | $70,131+55.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.19% | 27.43%-17.2pp | 1501.63%-1491.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $6,365 | $3,662+73.8% | $5,445+16.9% | $2,342+171.7% |
| Participant deferral / active EE | $4,426 | $4,983-11.2% | $6,569-32.6% | $3,332+32.8% |
| Admin fee / account holder | $5,367 | $8,286-35.2% | $11,283-52.4% | $4,645+15.5% |