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 | $93,001 | $85,202+9.2% | $172,739-46.2% | $72,985+27.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.21% | 27.32%-23.1pp | 802.84%-798.6pp | 81.00%-76.8pp |
| Employer contribution / active EE | $4,144 | $3,324+24.7% | $5,143-19.4% | $2,440+69.8% |
| Participant deferral / active EE | $2,837 | $3,260-13.0% | $5,198-45.4% | $3,607-21.3% |
| Admin fee / account holder | $13,300 | $5,884+126.0% | $13,954-4.7% | $5,124+159.6% |