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 | $104,973 | $100,041+4.9% | $149,718-29.9% | $70,131+49.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 8.08% | 27.43%-19.3pp | 1501.63%-1493.5pp | 73.14%-65.1pp |
| Employer contribution / active EE | $8,038 | $3,662+119.5% | $5,445+47.6% | $2,342+243.2% |
| Participant deferral / active EE | $7,511 | $4,983+50.7% | $6,569+14.3% | $3,332+125.4% |
| Admin fee / account holder | $11,783 | $8,286+42.2% | $11,283+4.4% | $4,645+153.7% |