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 | $73,535 | $61,605+19.4% | $112,229-34.5% | $75,163-2.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 5.97% | 28.47%-22.5pp | 30.20%-24.2pp | 160.62%-154.6pp |
| Employer contribution / active EE | $4,918 | $2,015+144.0% | $3,430+43.4% | $2,670+84.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,633 | $4,862-25.3% | $7,748-53.1% | $5,651-35.7% |