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 | $65,090 | $99,020-34.3% | $86,590-24.8% | $147,584-55.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 1.18% | 1312.34%-1311.2pp | 964.84%-963.7pp | 578.55%-577.4pp |
| Employer contribution / active EE | $2,661 | $3,132-15.0% | $2,839-6.3% | $4,876-45.4% |
| Participant deferral / active EE | $9,546 | $3,972+140.3% | $3,609+164.5% | $5,439+75.5% |
| Admin fee / account holder | $1,035 | $5,710-81.9% | $4,906-78.9% | $10,885-90.5% |