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 | $114,961 | $85,766+34.0% | $136,294-15.7% | $70,131+63.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.90% | 31.45%-18.6pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $6,445 | $2,966+117.3% | $4,695+37.3% | $2,342+175.1% |
| Participant deferral / active EE | $9,728 | $5,051+92.6% | $6,247+55.7% | $3,332+192.0% |
| Admin fee / account holder | $8,697 | $5,420+60.4% | $9,243-5.9% | $4,645+87.2% |