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 | $79,441 | $144,119-44.9% | $117,854-32.6% | $147,584-46.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.94% | 531.15%-523.2pp | 335.08%-327.1pp | 578.55%-570.6pp |
| Employer contribution / active EE | $4,011 | $4,896-18.1% | $3,786+5.9% | $4,876-17.7% |
| Participant deferral / active EE | $9,365 | $5,316+76.2% | $4,482+109.0% | $5,439+72.2% |
| Admin fee / account holder | $13,986 | $10,886+28.5% | $8,020+74.4% | $10,885+28.5% |