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 | $101,989 | $107,334-5.0% | $92,893+9.8% | $152,861-33.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.70% | 145.58%-139.9pp | 109.41%-103.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $9,186 | $4,221+117.6% | $3,653+151.5% | $4,762+92.9% |
| Participant deferral / active EE | $8,691 | $4,845+79.4% | $4,236+105.2% | $5,850+48.6% |
| Admin fee / account holder | $1,147 | $7,079-83.8% | $5,794-80.2% | $11,596-90.1% |