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 | $108,148 | $78,705+37.4% | $117,854-8.2% | $70,131+54.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 8.02% | 23.30%-15.3pp | 335.08%-327.1pp | 73.14%-65.1pp |
| Employer contribution / active EE | $4,334 | $2,223+94.9% | $3,786+14.5% | $2,342+85.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,616 | $5,065+10.9% | $8,020-30.0% | $4,645+20.9% |