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 | $90,087 | $104,664-13.9% | $85,682+5.1% | $167,490-46.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 5.05% | 21.45%-16.4pp | 21.49%-16.4pp | 478.56%-473.5pp |
| Employer contribution / active EE | $3,708 | $3,337+11.1% | $2,618+41.6% | $4,837-23.3% |
| Participant deferral / active EE | $9,423 | $4,824+95.3% | $3,923+140.2% | $6,341+48.6% |
| Admin fee / account holder | $54,826 | $10,032+446.5% | $6,873+697.7% | $12,309+345.4% |