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 | $103,461 | $37,426+176.4% | $77,482+33.5% | $79,858+29.6% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 5.59% | 39.70%-34.1pp | 54.79%-49.2pp | 31.71%-26.1pp |
| Employer contribution / active EE | $5,445 | $637+755.2% | $986+452.0% | $2,471+120.4% |
| Participant deferral / active EE | $3,688 | $1,260+192.7% | $1,861+98.1% | $3,740-1.4% |
| Admin fee / account holder | $1,983 | $2,504-20.8% | $2,858-30.6% | $5,306-62.6% |