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 | $118,415 | $78,422+51.0% | $95,952+23.4% | $79,858+48.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.26% | 19.37%-10.1pp | 91.61%-82.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $5,707 | $1,945+193.4% | $2,541+124.6% | $2,471+131.0% |
| Participant deferral / active EE | $4,970 | $3,440+44.5% | $4,167+19.3% | $3,740+32.9% |
| Admin fee / account holder | $33,190 | $5,622+490.4% | $6,795+388.4% | $5,306+525.5% |