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 | $112,485 | $100,773+11.6% | $88,946+26.5% | $142,382-21.0% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 7.77% | 70.18%-62.4pp | 57.82%-50.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $10,898 | $2,918+273.5% | $2,555+326.6% | $4,299+153.5% |
| Participant deferral / active EE | $15,415 | $5,230+194.7% | $4,581+236.5% | $6,507+136.9% |
| Admin fee / account holder | $154,298 | $9,693+1491.8% | $8,261+1767.8% | $12,624+1122.3% |