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 | $113,678 | $90,503+25.6% | $78,689+44.5% | $273,961-58.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.80% | 75.60%-73.8pp | 62.18%-60.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $4,118 | $3,176+29.7% | $2,851+44.5% | $4,869-15.4% |
| Participant deferral / active EE | $4,177 | $3,901+7.1% | $3,517+18.8% | $5,287-21.0% |
| Admin fee / account holder | $22,040 | $5,263+318.8% | $4,510+388.6% | $10,132+117.5% |