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 | $134,751 | $107,334+25.5% | $92,893+45.1% | $152,861-11.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.57% | 145.58%-139.0pp | 109.41%-102.8pp | 345.32%-338.8pp |
| Employer contribution / active EE | $2,831 | $4,221-32.9% | $3,653-22.5% | $4,762-40.5% |
| Participant deferral / active EE | $6,906 | $4,845+42.6% | $4,236+63.0% | $5,850+18.1% |
| Admin fee / account holder | $7,004 | $7,079-1.1% | $5,794+20.9% | $11,596-39.6% |