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 | $107,112 | $98,750+8.5% | $149,696-28.4% | $79,858+34.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.64% | 27.43%-18.8pp | 276.60%-268.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $6,030 | $3,216+87.5% | $4,644+29.8% | $2,471+144.1% |
| Participant deferral / active EE | $8,327 | $5,680+46.6% | $6,842+21.7% | $3,740+122.6% |
| Admin fee / account holder | $3,269 | $6,053-46.0% | $9,309-64.9% | $5,306-38.4% |