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 | $109,159 | $84,696+28.9% | $75,696+44.2% | $167,490-34.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.23% | 199.36%-199.1pp | 104.53%-104.3pp | 478.56%-478.3pp |
| Employer contribution / active EE | $903 | $3,230-72.0% | $2,743-67.1% | $4,837-81.3% |
| Participant deferral / active EE | $4,733 | $4,580+3.4% | $3,821+23.9% | $6,341-25.4% |
| Admin fee / account holder | $3,874 | $5,355-27.7% | $3,619+7.0% | $12,309-68.5% |