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 | $113,893 | $45,035+152.9% | $62,995+80.8% | $70,131+62.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.19% | 18.76%-8.6pp | 87.57%-77.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $6,039 | $2,051+194.4% | $2,759+118.9% | $2,342+157.8% |
| Participant deferral / active EE | $1,925 | $2,465-21.9% | $3,329-42.2% | $3,332-42.2% |
| Admin fee / account holder | $9,188 | $2,834+224.2% | $3,600+155.2% | $4,645+97.8% |