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 | $90,074 | $91,538-1.6% | $129,995-30.7% | $75,163+19.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.42% | -631.11%+642.5pp | -137.18%+148.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $5,961 | $2,845+109.5% | $4,320+38.0% | $2,670+123.3% |
| Participant deferral / active EE | $2,569 | $4,341-40.8% | $5,820-55.9% | $4,125-37.7% |
| Admin fee / account holder | $50,138 | $6,790+638.4% | $10,614+372.4% | $5,651+787.3% |