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 | $46,143 | $72,071-36.0% | $68,368-32.5% | $137,256-66.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.70% | 353.14%-344.4pp | 292.57%-283.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $4,911 | $2,788+76.2% | $2,649+85.4% | $4,156+18.2% |
| Participant deferral / active EE | $13,536 | $4,410+206.9% | $4,123+228.3% | $6,407+111.3% |
| Admin fee / account holder | $7,562 | $5,336+41.7% | $5,150+46.8% | $12,270-38.4% |