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 | $96,180 | $72,071+33.5% | $68,368+40.7% | $137,256-29.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.03% | 353.14%-342.1pp | 292.57%-281.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,570 | $2,788-7.8% | $2,649-3.0% | $4,156-38.2% |
| Participant deferral / active EE | $8,067 | $4,410+82.9% | $4,123+95.7% | $6,407+25.9% |
| Admin fee / account holder | $19,580 | $5,336+267.0% | $5,150+280.2% | $12,270+59.6% |