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 | $80,812+8.9% | $160,784-45.3% | $82,448+6.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 12.85% | 100.59%-87.7pp | 1803.92%-1791.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $5,333 | $2,174+145.3% | $3,733+42.9% | $2,551+109.0% |
| Participant deferral / active EE | $4,105 | $4,335-5.3% | $6,293-34.8% | $4,139-0.8% |
| Admin fee / account holder | $3,587 | $7,695-53.4% | $9,717-63.1% | $7,234-50.4% |