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 | $96,071 | $83,337+15.3% | $67,834+41.6% | $273,961-64.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 1.87% | 259.45%-257.6pp | 138.47%-136.6pp | 41.45%-39.6pp |
| Employer contribution / active EE | $5,640 | $3,287+71.6% | $2,403+134.7% | $4,869+15.8% |
| Participant deferral / active EE | $11,280 | $4,088+175.9% | $3,160+257.0% | $5,287+113.3% |
| Admin fee / account holder | $34,801 | $6,752+415.4% | $4,622+652.9% | $10,132+243.5% |