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 | $83,479 | $63,346+31.8% | $92,233-9.5% | $70,131+19.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 5.18% | 530.12%-524.9pp | 176.28%-171.1pp | 73.14%-68.0pp |
| Employer contribution / active EE | $2,901 | $2,471+17.4% | $3,679-21.2% | $2,342+23.8% |
| Participant deferral / active EE | $6,071 | $2,854+112.7% | $3,897+55.8% | $3,332+82.2% |
| Admin fee / account holder | $2,962 | $3,840-22.9% | $5,194-43.0% | $4,645-36.2% |