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 9-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 | $63,776 | $96,635-34.0% | $86,612-26.4% | $139,434-54.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.24% | 106.41%-96.2pp | 591.07%-580.8pp | 372.94%-362.7pp |
| Employer contribution / active EE | $3,404 | $3,263+4.3% | $3,022+12.6% | $4,751-28.4% |
| Participant deferral / active EE | $2,422 | $4,836-49.9% | $4,438-45.4% | $6,710-63.9% |
| Admin fee / account holder | $2,854 | $6,408-55.5% | $5,614-49.2% | $11,403-75.0% |