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 | $71,936 | $102,966-30.1% | $90,281-20.3% | $152,861-52.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.39% | 95.16%-92.8pp | 78.10%-75.7pp | 345.32%-342.9pp |
| Employer contribution / active EE | $1,853 | $3,139-41.0% | $2,854-35.1% | $4,762-61.1% |
| Participant deferral / active EE | $6,738 | $4,281+57.4% | $3,885+73.4% | $5,850+15.2% |
| Admin fee / account holder | $2,530 | $6,171-59.0% | $5,351-52.7% | $11,596-78.2% |