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 | $107,478 | $74,888+43.5% | $71,209+50.9% | $142,382-24.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.00% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $5,318 | $2,854+86.3% | $2,721+95.5% | $4,299+23.7% |
| Participant deferral / active EE | $13,196 | $4,454+196.3% | $4,175+216.1% | $6,507+102.8% |
| Admin fee / account holder | $13,112 | $5,568+135.5% | $5,349+145.1% | $12,624+3.9% |