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 | $133,160 | $98,750+34.8% | $149,696-11.0% | $79,858+66.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.41% | 27.43%-16.0pp | 276.60%-265.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,064 | $3,216-66.9% | $4,644-77.1% | $2,471-56.9% |
| Participant deferral / active EE | $3,821 | $5,680-32.7% | $6,842-44.2% | $3,740+2.2% |
| Admin fee / account holder | $15,094 | $6,053+149.4% | $9,309+62.2% | $5,306+184.5% |