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 | $108,359 | $100,041+8.3% | $149,718-27.6% | $70,131+54.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.53% | 27.43%-16.9pp | 1501.63%-1491.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $4,262 | $3,662+16.4% | $5,445-21.7% | $2,342+82.0% |
| Participant deferral / active EE | $2,504 | $4,983-49.7% | $6,569-61.9% | $3,332-24.8% |
| Admin fee / account holder | $3,588 | $8,286-56.7% | $11,283-68.2% | $4,645-22.8% |