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 | $90,287 | $49,227+83.4% | $70,449+28.2% | $79,858+13.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.20% | 30.06%-25.9pp | 109.03%-104.8pp | 31.71%-27.5pp |
| Employer contribution / active EE | $2,928 | $2,099+39.5% | $2,737+7.0% | $2,471+18.5% |
| Participant deferral / active EE | $4,209 | $2,768+52.1% | $3,709+13.5% | $3,740+12.5% |
| Admin fee / account holder | $11,480 | $2,878+298.9% | $3,845+198.6% | $5,306+116.4% |