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 | $58,176 | $72,071-19.3% | $68,368-14.9% | $137,256-57.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.51% | 353.14%-345.6pp | 292.57%-285.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $9,957 | $2,788+257.1% | $2,649+275.9% | $4,156+139.6% |
| Participant deferral / active EE | $6,473 | $4,410+46.8% | $4,123+57.0% | $6,407+1.0% |
| Admin fee / account holder | $54,741 | $5,336+926.0% | $5,150+963.0% | $12,270+346.1% |