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 | $153,127 | $85,202+79.7% | $172,739-11.4% | $72,985+109.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.65% | 27.32%-23.7pp | 802.84%-799.2pp | 81.00%-77.3pp |
| Employer contribution / active EE | $1,854 | $3,324-44.2% | $5,143-64.0% | $2,440-24.0% |
| Participant deferral / active EE | $4,684 | $3,260+43.7% | $5,198-9.9% | $3,607+29.8% |
| Admin fee / account holder | $3,441 | $5,884-41.5% | $13,954-75.3% | $5,124-32.8% |