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 | $95,066 | $80,724+17.8% | $103,333-8.0% | $74,495+27.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 8.09% | 27.56%-19.5pp | 24.88%-16.8pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $6,191 | $3,157+96.1% | $3,868+60.1% | $2,623+136.0% |
| Participant deferral / active EE | $5,439 | $3,860+40.9% | $5,057+7.6% | $4,346+25.2% |
| Admin fee / account holder | $11,581 | $2,368+389.0% | $8,355+38.6% | $1,942+496.4% |