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 | $136,233 | $65,365+108.4% | $92,893+46.7% | $72,985+86.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 2.48% | 42.10%-39.6pp | 109.41%-106.9pp | 81.00%-78.5pp |
| Employer contribution / active EE | $13,622 | $2,594+425.1% | $3,653+272.9% | $2,440+458.3% |
| Participant deferral / active EE | $6,313 | $3,128+101.8% | $4,236+49.0% | $3,607+75.0% |
| Admin fee / account holder | $1,848 | $4,251-56.5% | $5,794-68.1% | $5,124-63.9% |