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 9-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 | $87,104 | $100,041-12.9% | $149,718-41.8% | $70,131+24.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.41% | 27.43%-15.0pp | 1501.63%-1489.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,889 | $3,662-21.1% | $5,445-46.9% | $2,342+23.3% |
| Participant deferral / active EE | $8,190 | $4,983+64.4% | $6,569+24.7% | $3,332+145.8% |
| Admin fee / account holder | $21,785 | $8,286+162.9% | $11,283+93.1% | $4,645+369.0% |