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 | $66,903 | $183,963-63.6% | $162,163-58.7% | $152,861-56.2% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 4.55% | 150.76%-146.2pp | 115.59%-111.0pp | 345.32%-340.8pp |
| Employer contribution / active EE | $17,813 | $6,371+179.6% | $5,614+217.3% | $4,762+274.0% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,310 | $13,121-90.0% | $10,843-87.9% | $11,596-88.7% |