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 | $90,360 | $63,861+41.5% | $104,607-13.6% | $79,858+13.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 2.65% | 21.30%-18.7pp | 340.46%-337.8pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,452 | $1,588+54.4% | $2,681-8.5% | $2,471-0.8% |
| Participant deferral / active EE | $3,493 | $2,693+29.7% | $3,740-6.6% | $3,740-6.6% |
| Admin fee / account holder | $8,709 | $4,185+108.1% | $6,473+34.5% | $5,306+64.1% |