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 | $139,402 | $93,346+49.3% | $71,796+94.2% | $273,961-49.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.44% | 130.39%-130.0pp | 78.04%-77.6pp | 41.45%-41.0pp |
| Employer contribution / active EE | $7,731 | $2,733+182.8% | $1,924+301.7% | $4,869+58.8% |
| Participant deferral / active EE | $7,043 | $3,475+102.7% | $2,794+152.0% | $5,287+33.2% |
| Admin fee / account holder | $862 | $6,571-86.9% | $4,815-82.1% | $10,132-91.5% |