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 | $45,791 | $102,966-55.5% | $90,281-49.3% | $152,861-70.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.58% | 95.16%-89.6pp | 78.10%-72.5pp | 345.32%-339.7pp |
| Employer contribution / active EE | $2,123 | $3,139-32.4% | $2,854-25.6% | $4,762-55.4% |
| Participant deferral / active EE | $2,501 | $4,281-41.6% | $3,885-35.6% | $5,850-57.3% |
| Admin fee / account holder | $309 | $6,171-95.0% | $5,351-94.2% | $11,596-97.3% |