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 | $129,215 | $109,881+17.6% | $150,045-13.9% | $84,808+52.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.18% | 28.25%-19.1pp | 62.55%-53.4pp | 40.90%-31.7pp |
| Employer contribution / active EE | $2,484 | $3,561-30.2% | $4,693-47.1% | $2,631-5.6% |
| Participant deferral / active EE | $8,198 | $6,636+23.5% | $7,997+2.5% | $4,212+94.6% |
| Admin fee / account holder | $90,757 | $8,568+959.3% | $13,435+575.5% | $7,344+1135.8% |