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 | $88,859 | $54,705+62.4% | $71,209+24.8% | $84,808+4.8% |
| Participation rate | 78.9% | 64.1%+14.9pp | 73.8%+5.2pp | 68.3%+10.6pp |
| Annual return | 4.54% | 35.90%-31.4pp | 282.51%-278.0pp | 40.90%-36.4pp |
| Employer contribution / active EE | $2,978 | $2,158+38.0% | $2,721+9.4% | $2,631+13.2% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $19,960 | $4,863+310.4% | $5,349+273.2% | $7,344+171.8% |