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 | $86,714 | $78,705+10.2% | $117,854-26.4% | $70,131+23.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.01% | 23.30%-12.3pp | 335.08%-324.1pp | 73.14%-62.1pp |
| Employer contribution / active EE | $598 | $2,223-73.1% | $3,786-84.2% | $2,342-74.5% |
| Participant deferral / active EE | $3,978 | $3,297+20.6% | $4,482-11.2% | $3,332+19.4% |
| Admin fee / account holder | $1,771 | $5,065-65.0% | $8,020-77.9% | $4,645-61.9% |