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 | $52,976 | $114,381-53.7% | $107,525-50.7% | $142,382-62.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.34% | 242.71%-236.4pp | 181.32%-175.0pp | 217.08%-210.7pp |
| Employer contribution / active EE | $4,208 | $4,015+4.8% | $3,754+12.1% | $4,299-2.1% |
| Participant deferral / active EE | $2,221 | $5,564-60.1% | $5,116-56.6% | $6,507-65.9% |
| Admin fee / account holder | $68,101 | $9,860+590.7% | $8,919+663.6% | $12,624+439.5% |