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 | $108,171 | $118,680-8.9% | $98,907+9.4% | $158,922-31.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.79% | 372.35%-367.6pp | 196.43%-191.6pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,377 | $3,333-58.7% | $2,689-48.8% | $4,761-71.1% |
| Participant deferral / active EE | $12,029 | $5,088+136.4% | $4,244+183.4% | $5,982+101.1% |
| Admin fee / account holder | $19,312 | $10,131+90.6% | $6,642+190.8% | $11,246+71.7% |