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 | $173,421 | $89,753+93.2% | $107,525+61.3% | $84,808+104.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 3.91% | 29.48%-25.6pp | 181.32%-177.4pp | 40.90%-37.0pp |
| Employer contribution / active EE | $14,225 | $3,113+356.9% | $3,754+279.0% | $2,631+440.7% |
| Participant deferral / active EE | $7,537 | $4,056+85.8% | $5,116+47.3% | $4,212+79.0% |
| Admin fee / account holder | $2,707 | $7,222-62.5% | $8,919-69.7% | $7,344-63.1% |