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 | $117,426 | $74,888+56.8% | $71,209+64.9% | $142,382-17.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.38% | 345.14%-338.8pp | 282.51%-276.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $6,096 | $2,854+113.6% | $2,721+124.1% | $4,299+41.8% |
| Participant deferral / active EE | $7,546 | $4,454+69.4% | $4,175+80.7% | $6,507+16.0% |
| Admin fee / account holder | $11,660 | $5,568+109.4% | $5,349+118.0% | $12,624-7.6% |