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 | $81,989 | $85,202-3.8% | $172,739-52.5% | $72,985+12.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 9.86% | 27.32%-17.5pp | 802.84%-793.0pp | 81.00%-71.1pp |
| Employer contribution / active EE | $6,002 | $3,324+80.5% | $5,143+16.7% | $2,440+146.0% |
| Participant deferral / active EE | $4,097 | $3,260+25.7% | $5,198-21.2% | $3,607+13.6% |
| Admin fee / account holder | $3,457 | $5,884-41.3% | $13,954-75.2% | $5,124-32.5% |