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 | $92,570 | $96,305-3.9% | $80,569+14.9% | $139,434-33.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5.02% | 1350.08%-1345.1pp | 935.43%-930.4pp | 372.94%-367.9pp |
| Employer contribution / active EE | $8,053 | $3,262+146.9% | $2,723+195.7% | $4,751+69.5% |
| Participant deferral / active EE | $14,195 | $5,232+171.3% | $4,447+219.2% | $6,710+111.5% |
| Admin fee / account holder | $113,662 | $6,599+1622.5% | $5,377+2013.8% | $11,403+896.8% |