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 | $110,936 | $91,190+21.7% | $178,490-37.8% | $79,858+38.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.72% | 24.19%-14.5pp | 151.07%-141.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,072 | $3,256-36.4% | $5,011-58.7% | $2,471-16.2% |
| Participant deferral / active EE | $4,691 | $3,236+45.0% | $5,202-9.8% | $3,740+25.4% |
| Admin fee / account holder | $1,506 | $6,751-77.7% | $13,984-89.2% | $5,306-71.6% |