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 | $109,077 | $54,705+99.4% | $71,209+53.2% | $84,808+28.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 11.97% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,311 | $2,158+53.5% | $2,721+21.7% | $2,631+25.9% |
| Participant deferral / active EE | $6,268 | $3,030+106.9% | $4,175+50.1% | $4,212+48.8% |
| Admin fee / account holder | $14,997 | $4,863+208.4% | $5,349+180.4% | $7,344+104.2% |