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 | $65,672 | $74,888-12.3% | $71,209-7.8% | $142,382-53.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.10% | 345.14%-341.0pp | 282.51%-278.4pp | 217.08%-213.0pp |
| Employer contribution / active EE | $6,657 | $2,854+133.2% | $2,721+144.7% | $4,299+54.8% |
| Participant deferral / active EE | $14,445 | $4,454+224.3% | $4,175+246.0% | $6,507+122.0% |
| Admin fee / account holder | $314,427 | $5,568+5546.7% | $5,349+5778.5% | $12,624+2390.8% |