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 | $102,628 | $64,348+59.5% | $90,160+13.8% | $70,131+46.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.09% | 28.13%-23.0pp | 34.88%-29.8pp | 73.14%-68.0pp |
| Employer contribution / active EE | $1,777 | $2,046-13.1% | $3,318-46.4% | $2,342-24.1% |
| Participant deferral / active EE | $5,836 | $4,389+33.0% | $5,288+10.4% | $3,332+75.1% |
| Admin fee / account holder | $24,566 | $3,944+522.9% | $5,943+313.4% | $4,645+428.8% |