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 | $84,606 | $65,365+29.4% | $92,893-8.9% | $72,985+15.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 3.79% | 42.10%-38.3pp | 109.41%-105.6pp | 81.00%-77.2pp |
| Employer contribution / active EE | $4,753 | $2,594+83.2% | $3,653+30.1% | $2,440+94.8% |
| Participant deferral / active EE | $3,549 | $3,128+13.4% | $4,236-16.2% | $3,607-1.6% |
| Admin fee / account holder | $6,223 | $4,251+46.4% | $5,794+7.4% | $5,124+21.4% |