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 | $138,862 | $102,616+35.3% | $81,983+69.4% | $158,922-12.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 4.90% | 61.04%-56.1pp | 41.31%-36.4pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,413 | $3,240-25.5% | $2,498-3.4% | $4,761-49.3% |
| Participant deferral / active EE | $4,502 | $4,648-3.2% | $3,722+20.9% | $5,982-24.7% |
| Admin fee / account holder | $96,109 | $8,235+1067.1% | $5,664+1596.9% | $11,246+754.6% |