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 | $82,250 | $74,888+9.8% | $71,209+15.5% | $142,382-42.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.12% | 345.14%-338.0pp | 282.51%-275.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $6,480 | $2,854+127.0% | $2,721+138.2% | $4,299+50.7% |
| Participant deferral / active EE | $11,892 | $4,454+167.0% | $4,175+184.8% | $6,507+82.8% |
| Admin fee / account holder | $79,473 | $5,568+1327.2% | $5,349+1385.8% | $12,624+529.6% |