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 | $107,363 | $57,065+88.1% | $75,670+41.9% | $70,131+53.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 1.26% | 23.57%-22.3pp | 27.34%-26.1pp | 73.14%-71.9pp |
| Employer contribution / active EE | $6,560 | $1,817+261.1% | $2,352+178.9% | $2,342+180.0% |
| Participant deferral / active EE | $8,554 | $2,580+231.6% | $3,142+172.2% | $3,332+156.8% |
| Admin fee / account holder | $4,878 | $3,825+27.5% | $5,800-15.9% | $4,645+5.0% |