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 | $196,357 | $91,190+115.3% | $178,490+10.0% | $79,858+145.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.82% | 24.19%-20.4pp | 151.07%-147.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $2,305 | $3,256-29.2% | $5,011-54.0% | $2,471-6.7% |
| Participant deferral / active EE | $4,407 | $3,236+36.2% | $5,202-15.3% | $3,740+17.8% |
| Admin fee / account holder | $9,637 | $6,751+42.7% | $13,984-31.1% | $5,306+81.6% |