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 | $44,156 | $74,888-41.0% | $71,209-38.0% | $142,382-69.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.63% | 345.14%-336.5pp | 282.51%-273.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $8,266 | $2,854+189.6% | $2,721+203.8% | $4,299+92.3% |
| Participant deferral / active EE | $5,254 | $4,454+18.0% | $4,175+25.8% | $6,507-19.3% |
| Admin fee / account holder | $9,052 | $5,568+62.6% | $5,349+69.2% | $12,624-28.3% |