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 | $82,469 | $107,334-23.2% | $92,893-11.2% | $152,861-46.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.92% | 145.58%-136.7pp | 109.41%-100.5pp | 345.32%-336.4pp |
| Employer contribution / active EE | $2,925 | $4,221-30.7% | $3,653-19.9% | $4,762-38.6% |
| Participant deferral / active EE | $6,806 | $4,845+40.5% | $4,236+60.7% | $5,850+16.3% |
| Admin fee / account holder | $875 | $7,079-87.6% | $5,794-84.9% | $11,596-92.5% |