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 | $86,831 | $68,573+26.6% | $120,368-27.9% | $80,874+7.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | -1.55% | 23.61%-25.2pp | 107.26%-108.8pp | 35.62%-37.2pp |
| Employer contribution / active EE | $4,509 | $2,052+119.8% | $3,465+30.2% | $2,756+63.6% |
| Participant deferral / active EE | $3,309 | $3,174+4.3% | $4,991-33.7% | $4,297-23.0% |
| Admin fee / account holder | $9,502 | $5,734+65.7% | $9,429+0.8% | $6,935+37.0% |