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 | $121,857 | $85,202+43.0% | $172,739-29.5% | $72,985+67.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.80% | 27.32%-22.5pp | 802.84%-798.0pp | 81.00%-76.2pp |
| Employer contribution / active EE | $2,577 | $3,324-22.5% | $5,143-49.9% | $2,440+5.6% |
| Participant deferral / active EE | $5,540 | $3,260+69.9% | $5,198+6.6% | $3,607+53.6% |
| Admin fee / account holder | $7,618 | $5,884+29.5% | $13,954-45.4% | $5,124+48.7% |