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 | $132,774 | $102,317+29.8% | $146,958-9.7% | $80,856+64.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.34% | 134.76%-125.4pp | 418.34%-409.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $10,760 | $3,713+189.8% | $4,933+118.1% | $2,755+290.6% |
| Participant deferral / active EE | $7,834 | $6,644+17.9% | $8,070-2.9% | $4,296+82.4% |
| Admin fee / account holder | $6,586 | $7,941-17.1% | $12,998-49.3% | $6,918-4.8% |