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 | $135,133 | $98,750+36.8% | $149,696-9.7% | $79,858+69.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.78% | 27.43%-26.6pp | 276.60%-275.8pp | 31.71%-30.9pp |
| Employer contribution / active EE | $2,235 | $3,216-30.5% | $4,644-51.9% | $2,471-9.6% |
| Participant deferral / active EE | $3,695 | $5,680-35.0% | $6,842-46.0% | $3,740-1.2% |
| Admin fee / account holder | $12,012 | $6,053+98.5% | $9,309+29.0% | $5,306+126.4% |