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 | $97,266 | $96,635+0.7% | $86,612+12.3% | $139,434-30.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.25% | 106.41%-99.2pp | 591.07%-583.8pp | 372.94%-365.7pp |
| Employer contribution / active EE | $5,547 | $3,263+70.0% | $3,022+83.5% | $4,751+16.8% |
| Participant deferral / active EE | $8,517 | $4,836+76.1% | $4,438+91.9% | $6,710+26.9% |
| Admin fee / account holder | $1,406 | $6,408-78.1% | $5,614-75.0% | $11,403-87.7% |