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 | $71,215 | $107,334-33.7% | $92,893-23.3% | $152,861-53.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.88% | 145.58%-139.7pp | 109.41%-103.5pp | 345.32%-339.4pp |
| Employer contribution / active EE | $8,333 | $4,221+97.4% | $3,653+128.1% | $4,762+75.0% |
| Participant deferral / active EE | $16,591 | $4,845+242.5% | $4,236+291.7% | $5,850+183.6% |
| Admin fee / account holder | $10,342 | $7,079+46.1% | $5,794+78.5% | $11,596-10.8% |