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 | $86,515 | $175,202-50.6% | $149,673-42.2% | $139,434-38.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.46% | 166.71%-164.2pp | 134.42%-132.0pp | 372.94%-370.5pp |
| Employer contribution / active EE | $3,080 | $5,474-43.7% | $4,818-36.1% | $4,751-35.2% |
| Participant deferral / active EE | $11,609 | $6,519+78.1% | $5,680+104.4% | $6,710+73.0% |
| Admin fee / account holder | $398,272 | $16,150+2366.1% | $13,210+2915.0% | $11,403+3392.8% |