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 | $93,347 | $83,902+11.3% | $167,512-44.3% | $84,808+10.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 12.91% | 91.55%-78.6pp | 1615.79%-1602.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,293 | $2,264+45.5% | $3,882-15.2% | $2,631+25.2% |
| Participant deferral / active EE | $4,147 | $4,442-6.7% | $6,405-35.2% | $4,212-1.5% |
| Admin fee / account holder | $623 | $7,915-92.1% | $9,769-93.6% | $7,344-91.5% |