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 | $124,506 | $156,846-20.6% | $121,098+2.8% | $139,434-10.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.25% | 1474.56%-1467.3pp | 985.75%-978.5pp | 372.94%-365.7pp |
| Employer contribution / active EE | $18,225 | $5,536+229.2% | $4,164+337.7% | $4,751+283.6% |
| Participant deferral / active EE | $30,051 | $4,844+520.3% | $4,080+636.6% | $6,710+347.8% |
| Admin fee / account holder | $1,957 | $6,946-71.8% | $5,644-65.3% | $11,403-82.8% |