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 | $122,764 | $111,535+10.1% | $105,223+16.7% | $137,256-10.6% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 9.99% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $6,477 | $3,939+64.4% | $3,689+75.6% | $4,156+55.8% |
| Participant deferral / active EE | $11,758 | $5,500+113.8% | $5,072+131.8% | $6,407+83.5% |
| Admin fee / account holder | $70,620 | $9,721+626.4% | $8,859+697.2% | $12,270+475.5% |