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 | $81,402 | $47,944+69.8% | $67,834+20.0% | $62,891+29.4% |
| Participation rate | 91.0% | 61.1%+29.9pp | 68.8%+22.2pp | 69.3%+21.7pp |
| Annual return | -5.30% | 11.77%-17.1pp | 138.47%-143.8pp | 20.14%-25.4pp |
| Employer contribution / active EE | $5,082 | $1,562+225.4% | $2,403+111.5% | $2,281+122.8% |
| Participant deferral / active EE | $3,126 | $2,247+39.2% | $3,160-1.1% | $3,203-2.4% |
| Admin fee / account holder | $8,278 | $3,712+123.0% | $4,622+79.1% | $4,296+92.7% |