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 | $104,551 | $91,190+14.7% | $178,490-41.4% | $79,858+30.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.61% | 24.19%-15.6pp | 151.07%-142.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $3,410 | $3,256+4.7% | $5,011-31.9% | $2,471+38.0% |
| Participant deferral / active EE | $4,786 | $3,236+47.9% | $5,202-8.0% | $3,740+28.0% |
| Admin fee / account holder | $9,661 | $6,751+43.1% | $13,984-30.9% | $5,306+82.1% |