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 | $102,872 | $58,828+74.9% | $77,999+31.9% | $62,891+63.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.09% | 17.16%-13.1pp | 425.96%-421.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $2,637 | $1,672+57.8% | $2,470+6.8% | $2,281+15.6% |
| Participant deferral / active EE | $1,471 | $2,686-45.2% | $3,497-57.9% | $3,203-54.1% |
| Admin fee / account holder | $8,060 | $4,393+83.5% | $5,480+47.1% | $4,296+87.6% |