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 | $96,198 | $50,082+92.1% | $93,406+3.0% | $79,858+20.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 5.57% | 24.59%-19.0pp | 78.05%-72.5pp | 31.71%-26.1pp |
| Employer contribution / active EE | $4,095 | $1,303+214.2% | $2,075+97.3% | $2,471+65.7% |
| Participant deferral / active EE | $4,434 | $2,212+100.4% | $3,126+41.8% | $3,740+18.5% |
| Admin fee / account holder | $4,796 | $3,454+38.9% | $5,230-8.3% | $5,306-9.6% |