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 3-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 | $95,118 | $158,398-39.9% | $126,539-24.8% | $142,382-33.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 3.28% | 593.76%-590.5pp | 425.95%-422.7pp | 217.08%-213.8pp |
| Employer contribution / active EE | $5,456 | $4,650+17.3% | $3,674+48.5% | $4,299+26.9% |
| Participant deferral / active EE | $4,385 | $4,767-8.0% | $4,083+7.4% | $6,507-32.6% |
| Admin fee / account holder | $2,277 | $6,918-67.1% | $6,065-62.4% | $12,624-82.0% |