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 | $72,546 | $96,305-24.7% | $80,569-10.0% | $139,434-48.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.40% | 1350.08%-1341.7pp | 935.43%-927.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $4,860 | $3,262+49.0% | $2,723+78.5% | $4,751+2.3% |
| Participant deferral / active EE | $3,140 | $5,232-40.0% | $4,447-29.4% | $6,710-53.2% |
| Admin fee / account holder | $3,283 | $6,599-50.2% | $5,377-38.9% | $11,403-71.2% |