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 | $77,896 | $105,998-26.5% | $92,233-15.5% | $147,584-47.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.02% | 50.05%-42.0pp | 176.28%-168.3pp | 578.55%-570.5pp |
| Employer contribution / active EE | $6,516 | $4,333+50.4% | $3,679+77.1% | $4,876+33.6% |
| Participant deferral / active EE | $4,298 | $4,478-4.0% | $3,897+10.3% | $5,439-21.0% |
| Admin fee / account holder | $2,112 | $6,332-66.6% | $5,194-59.3% | $10,885-80.6% |