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 | $118,260 | $85,202+38.8% | $172,739-31.5% | $72,985+62.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.43% | 27.32%-14.9pp | 802.84%-790.4pp | 81.00%-68.6pp |
| Employer contribution / active EE | $4,992 | $3,324+50.2% | $5,143-2.9% | $2,440+104.6% |
| Participant deferral / active EE | $6,210 | $3,260+90.5% | $5,198+19.5% | $3,607+72.2% |
| Admin fee / account holder | $1,390 | $5,884-76.4% | $13,954-90.0% | $5,124-72.9% |