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 | $126,550 | $91,190+38.8% | $178,490-29.1% | $79,858+58.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.77% | 24.19%-15.4pp | 151.07%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $5,074 | $3,256+55.8% | $5,011+1.3% | $2,471+105.3% |
| Participant deferral / active EE | $5,574 | $3,236+72.2% | $5,202+7.2% | $3,740+49.0% |
| Admin fee / account holder | $3,146 | $6,751-53.4% | $13,984-77.5% | $5,306-40.7% |