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 | $82,573 | $46,869+76.2% | $122,332-32.5% | $70,131+17.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.10% | 24.22%-12.1pp | 30.27%-18.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $609 | $1,288-52.7% | $4,050-85.0% | $2,342-74.0% |
| Participant deferral / active EE | $1,140 | $2,166-47.4% | $3,287-65.3% | $3,332-65.8% |
| Admin fee / account holder | $5,627 | $3,322+69.4% | $5,478+2.7% | $4,645+21.1% |