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 | $98,157 | $99,020-0.9% | $86,590+13.4% | $147,584-33.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.17% | 1312.34%-1305.2pp | 964.84%-957.7pp | 578.55%-571.4pp |
| Employer contribution / active EE | $3,771 | $3,132+20.4% | $2,839+32.8% | $4,876-22.7% |
| Participant deferral / active EE | $6,230 | $3,972+56.8% | $3,609+72.7% | $5,439+14.6% |
| Admin fee / account holder | $344 | $5,710-94.0% | $4,906-93.0% | $10,885-96.8% |