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 | $116,324 | $49,227+136.3% | $70,449+65.1% | $79,858+45.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.88% | 30.06%-27.2pp | 109.03%-106.1pp | 31.71%-28.8pp |
| Employer contribution / active EE | $5,370 | $2,099+155.9% | $2,737+96.2% | $2,471+117.4% |
| Participant deferral / active EE | $5,118 | $2,768+84.9% | $3,709+38.0% | $3,740+36.8% |
| Admin fee / account holder | $604 | $2,878-79.0% | $3,845-84.3% | $5,306-88.6% |