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 9-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 | $62,160 | $74,888-17.0% | $71,209-12.7% | $142,382-56.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.15% | 345.14%-335.0pp | 282.51%-272.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $920 | $2,854-67.8% | $2,721-66.2% | $4,299-78.6% |
| Participant deferral / active EE | $3,450 | $4,454-22.5% | $4,175-17.4% | $6,507-47.0% |
| Admin fee / account holder | $23,781 | $5,568+327.1% | $5,349+344.6% | $12,624+88.4% |