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 | $111,391 | $77,145+44.4% | $108,410+2.7% | $85,850+29.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.54% | 44.54%-35.0pp | 905.27%-895.7pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,571 | $2,379-34.0% | $3,558-55.9% | $2,565-38.8% |
| Participant deferral / active EE | $4,369 | $5,566-21.5% | $6,563-33.4% | $3,952+10.6% |
| Admin fee / account holder | $25,275 | $5,172+388.7% | $7,295+246.5% | $6,260+303.8% |