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 | $110,724 | $85,766+29.1% | $136,294-18.8% | $70,131+57.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.96% | 31.45%-19.5pp | 5155.94%-5144.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $9,807 | $2,966+230.6% | $4,695+108.9% | $2,342+318.7% |
| Participant deferral / active EE | $4,625 | $5,051-8.5% | $6,247-26.0% | $3,332+38.8% |
| Admin fee / account holder | $24,043 | $5,420+343.6% | $9,243+160.1% | $4,645+417.6% |