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 | $87,975 | $83,902+4.9% | $167,512-47.5% | $84,808+3.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 12.85% | 91.55%-78.7pp | 1615.79%-1602.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $5,333 | $2,264+135.6% | $3,882+37.4% | $2,631+102.7% |
| Participant deferral / active EE | $4,105 | $4,442-7.6% | $6,405-35.9% | $4,212-2.5% |
| Admin fee / account holder | $3,587 | $7,915-54.7% | $9,769-63.3% | $7,344-51.2% |