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 | $130,852 | $91,190+43.5% | $178,490-26.7% | $79,858+63.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.34% | 24.19%-21.8pp | 151.07%-148.7pp | 31.71%-29.4pp |
| Employer contribution / active EE | $5,315 | $3,256+63.2% | $5,011+6.1% | $2,471+115.1% |
| Participant deferral / active EE | $2,922 | $3,236-9.7% | $5,202-43.8% | $3,740-21.9% |
| Admin fee / account holder | $63,756 | $6,751+844.4% | $13,984+355.9% | $5,306+1101.5% |