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 | $45,871 | $53,516-14.3% | $126,539-63.7% | $84,808-45.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 9.86% | 58.34%-48.5pp | 425.95%-416.1pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,002 | $1,535-34.7% | $3,674-72.7% | $2,631-61.9% |
| Participant deferral / active EE | $2,075 | $2,671-22.3% | $4,083-49.2% | $4,212-50.7% |
| Admin fee / account holder | $1,757 | $4,497-60.9% | $6,065-71.0% | $7,344-76.1% |