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 | $93,242 | $46,869+98.9% | $122,332-23.8% | $70,131+33.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 11.11% | 24.22%-13.1pp | 30.27%-19.2pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,512 | $1,288+95.0% | $4,050-38.0% | $2,342+7.2% |
| Participant deferral / active EE | $4,619 | $2,166+113.2% | $3,287+40.5% | $3,332+38.6% |
| Admin fee / account holder | $21,556 | $3,322+548.8% | $5,478+293.5% | $4,645+364.0% |