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 | $109,092 | $65,365+66.9% | $92,893+17.4% | $72,985+49.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 1.68% | 42.10%-40.4pp | 109.41%-107.7pp | 81.00%-79.3pp |
| Employer contribution / active EE | $2,541 | $2,594-2.1% | $3,653-30.4% | $2,440+4.1% |
| Participant deferral / active EE | $1,326 | $3,128-57.6% | $4,236-68.7% | $3,607-63.2% |
| Admin fee / account holder | $34,704 | $4,251+716.3% | $5,794+499.0% | $5,124+577.2% |