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 | $96,259 | $91,538+5.2% | $129,995-26.0% | $75,163+28.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.74% | -631.11%+643.9pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,250 | $2,845-20.9% | $4,320-47.9% | $2,670-15.7% |
| Participant deferral / active EE | $5,377 | $4,341+23.9% | $5,820-7.6% | $4,125+30.3% |
| Admin fee / account holder | $13,793 | $6,790+103.1% | $10,614+29.9% | $5,651+144.1% |