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 | $83,984 | $85,202-1.4% | $172,739-51.4% | $72,985+15.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.94% | 27.32%-11.4pp | 802.84%-786.9pp | 81.00%-65.1pp |
| Employer contribution / active EE | $2,237 | $3,324-32.7% | $5,143-56.5% | $2,440-8.3% |
| Participant deferral / active EE | $3,639 | $3,260+11.6% | $5,198-30.0% | $3,607+0.9% |
| Admin fee / account holder | $588 | $5,884-90.0% | $13,954-95.8% | $5,124-88.5% |