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 | $76,240 | $63,346+20.4% | $92,233-17.3% | $70,131+8.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.74% | 530.12%-521.4pp | 176.28%-167.5pp | 73.14%-64.4pp |
| Employer contribution / active EE | $835 | $2,471-66.2% | $3,679-77.3% | $2,342-64.4% |
| Participant deferral / active EE | $1,616 | $2,854-43.4% | $3,897-58.5% | $3,332-51.5% |
| Admin fee / account holder | $9,720 | $3,840+153.1% | $5,194+87.2% | $4,645+109.2% |