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 | $120,860 | $91,190+32.5% | $178,490-32.3% | $79,858+51.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.69% | 24.19%-17.5pp | 151.07%-144.4pp | 31.71%-25.0pp |
| Employer contribution / active EE | $3,086 | $3,256-5.2% | $5,011-38.4% | $2,471+24.9% |
| Participant deferral / active EE | $3,989 | $3,236+23.3% | $5,202-23.3% | $3,740+6.7% |
| Admin fee / account holder | $32,341 | $6,751+379.0% | $13,984+131.3% | $5,306+509.5% |