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 | $119,959 | $81,632+47.0% | $70,449+70.3% | $158,922-24.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.37% | 208.40%-205.0pp | 109.03%-105.7pp | 302.83%-299.5pp |
| Employer contribution / active EE | $8,347 | $3,217+159.5% | $2,737+205.0% | $4,761+75.3% |
| Participant deferral / active EE | $7,994 | $4,554+75.5% | $3,709+115.5% | $5,982+33.6% |
| Admin fee / account holder | $2,348 | $6,193-62.1% | $3,845-38.9% | $11,246-79.1% |