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 | $101,092 | $89,355+13.1% | $141,162-28.4% | $72,985+38.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.88% | 111.85%-109.0pp | 71.39%-68.5pp | 81.00%-78.1pp |
| Employer contribution / active EE | $6,296 | $3,114+102.2% | $4,735+33.0% | $2,440+158.1% |
| Participant deferral / active EE | $2,926 | $5,418-46.0% | $6,709-56.4% | $3,607-18.9% |
| Admin fee / account holder | $9,451 | $5,958+58.6% | $10,261-7.9% | $5,124+84.4% |