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 7-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 | $130,760 | $102,317+27.8% | $146,958-11.0% | $80,856+61.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.53% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $4,588 | $3,713+23.6% | $4,933-7.0% | $2,755+66.5% |
| Participant deferral / active EE | $7,989 | $6,644+20.2% | $8,070-1.0% | $4,296+86.0% |
| Admin fee / account holder | $23,403 | $7,941+194.7% | $12,998+80.0% | $6,918+238.3% |