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 | $135,930 | $158,398-14.2% | $126,539+7.4% | $142,382-4.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.71% | 593.76%-587.0pp | 425.95%-419.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $6,252 | $4,650+34.5% | $3,674+70.2% | $4,299+45.4% |
| Participant deferral / active EE | $6,252 | $4,767+31.2% | $4,083+53.1% | $6,507-3.9% |
| Admin fee / account holder | $19,980 | $6,918+188.8% | $6,065+229.5% | $12,624+58.3% |