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 | $133,926 | $91,552+46.3% | $133,9560% | $79,858+67.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 3.52% | 61.85%-58.3pp | 45.09%-41.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $3,620 | $2,384+51.9% | $3,919-7.6% | $2,471+46.5% |
| Participant deferral / active EE | $6,903 | $3,733+84.9% | $5,048+36.8% | $3,740+84.6% |
| Admin fee / account holder | $6,318 | $6,3210% | $8,927-29.2% | $5,306+19.1% |