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 | $96,879 | $104,907-7.7% | $84,611+14.5% | $152,861-36.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 2.58% | 373.79%-371.2pp | 258.74%-256.2pp | 345.32%-342.7pp |
| Employer contribution / active EE | $1,566 | $3,302-52.6% | $2,652-41.0% | $4,762-67.1% |
| Participant deferral / active EE | $8,725 | $4,688+86.1% | $3,899+123.8% | $5,850+49.1% |
| Admin fee / account holder | $1,537 | $6,241-75.4% | $4,912-68.7% | $11,596-86.7% |