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 | $107,377 | $63,346+69.5% | $92,233+16.4% | $70,131+53.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.14% | 530.12%-519.0pp | 176.28%-165.1pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,986 | $2,471-19.7% | $3,679-46.0% | $2,342-15.2% |
| Participant deferral / active EE | $3,211 | $2,854+12.5% | $3,897-17.6% | $3,332-3.6% |
| Admin fee / account holder | $48,913 | $3,840+1173.7% | $5,194+841.8% | $4,645+952.9% |