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 | $95,904 | $54,705+75.3% | $71,209+34.7% | $84,808+13.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 8.95% | 35.90%-26.9pp | 282.51%-273.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $4,437 | $2,158+105.6% | $2,721+63.1% | $2,631+68.7% |
| Participant deferral / active EE | $10,958 | $3,030+261.6% | $4,175+162.5% | $4,212+160.2% |
| Admin fee / account holder | $841 | $4,863-82.7% | $5,349-84.3% | $7,344-88.6% |