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 | $72,943 | $105,998-31.2% | $92,233-20.9% | $147,584-50.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.69% | 50.05%-43.4pp | 176.28%-169.6pp | 578.55%-571.9pp |
| Employer contribution / active EE | $2,783 | $4,333-35.8% | $3,679-24.4% | $4,876-42.9% |
| Participant deferral / active EE | $14,650 | $4,478+227.2% | $3,897+276.0% | $5,439+169.4% |
| Admin fee / account holder | $1,286 | $6,332-79.7% | $5,194-75.2% | $10,885-88.2% |