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 | $71,086 | $85,202-16.6% | $172,739-58.8% | $72,985-2.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.72% | 27.32%-24.6pp | 802.84%-800.1pp | 81.00%-78.3pp |
| Employer contribution / active EE | $7,745 | $3,324+133.0% | $5,143+50.6% | $2,440+217.4% |
| Participant deferral / active EE | $5,521 | $3,260+69.3% | $5,198+6.2% | $3,607+53.0% |
| Admin fee / account holder | $21,961 | $5,884+273.2% | $13,954+57.4% | $5,124+328.6% |