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 | $113,079 | $91,190+24.0% | $178,490-36.6% | $79,858+41.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.10% | 24.19%-21.1pp | 151.07%-148.0pp | 31.71%-28.6pp |
| Employer contribution / active EE | $5,272 | $3,256+61.9% | $5,011+5.2% | $2,471+113.4% |
| Participant deferral / active EE | $4,747 | $3,236+46.7% | $5,202-8.7% | $3,740+26.9% |
| Admin fee / account holder | $3,288 | $6,751-51.3% | $13,984-76.5% | $5,306-38.0% |