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 | $56,590 | $63,346-10.7% | $92,233-38.6% | $70,131-19.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 3.33% | 530.12%-526.8pp | 176.28%-173.0pp | 73.14%-69.8pp |
| Employer contribution / active EE | $2,928 | $2,471+18.5% | $3,679-20.4% | $2,342+25.0% |
| Participant deferral / active EE | $5,204 | $2,854+82.4% | $3,897+33.6% | $3,332+56.2% |
| Admin fee / account holder | $18,521 | $3,840+382.3% | $5,194+256.6% | $4,645+298.7% |