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 | $102,008 | $185,822-45.1% | $169,993-40.0% | $139,434-26.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.71% | 60.50%-53.8pp | 53.37%-46.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $3,372 | $7,590-55.6% | $6,785-50.3% | $4,751-29.0% |
| Participant deferral / active EE | $4,796 | $11,622-58.7% | $10,408-53.9% | $6,710-28.5% |
| Admin fee / account holder | $69,414 | $15,381+351.3% | $12,815+441.7% | $11,403+508.8% |