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 | $104,874 | $54,705+91.7% | $71,209+47.3% | $84,808+23.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 8.49% | 35.90%-27.4pp | 282.51%-274.0pp | 40.90%-32.4pp |
| Employer contribution / active EE | $3,701 | $2,158+71.5% | $2,721+36.0% | $2,631+40.7% |
| Participant deferral / active EE | $5,169 | $3,030+70.6% | $4,175+23.8% | $4,212+22.7% |
| Admin fee / account holder | $41,507 | $4,863+753.4% | $5,349+676.0% | $7,344+465.2% |