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 | $39,881 | $96,635-58.7% | $86,612-54.0% | $139,434-71.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.86% | 106.41%-101.6pp | 591.07%-586.2pp | 372.94%-368.1pp |
| Employer contribution / active EE | $2,714 | $3,263-16.8% | $3,022-10.2% | $4,751-42.9% |
| Participant deferral / active EE | $1,440 | $4,836-70.2% | $4,438-67.6% | $6,710-78.5% |
| Admin fee / account holder | $802 | $6,408-87.5% | $5,614-85.7% | $11,403-93.0% |