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 | $103,931 | $100,041+3.9% | $149,718-30.6% | $70,131+48.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 8.86% | 27.43%-18.6pp | 1501.63%-1492.8pp | 73.14%-64.3pp |
| Employer contribution / active EE | $2,588 | $3,662-29.3% | $5,445-52.5% | $2,342+10.5% |
| Participant deferral / active EE | $3,341 | $4,983-32.9% | $6,569-49.1% | $3,332+0.3% |
| Admin fee / account holder | $11,756 | $8,286+41.9% | $11,283+4.2% | $4,645+153.1% |