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 | $178,492 | $65,365+173.1% | $92,893+92.1% | $72,985+144.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 3.46% | 42.10%-38.6pp | 109.41%-106.0pp | 81.00%-77.5pp |
| Employer contribution / active EE | $4,457 | $2,594+71.8% | $3,653+22.0% | $2,440+82.7% |
| Participant deferral / active EE | $8,813 | $3,128+181.7% | $4,236+108.0% | $3,607+144.3% |
| Admin fee / account holder | $4,223 | $4,251-0.7% | $5,794-27.1% | $5,124-17.6% |