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 | $54,251 | $114,047-52.4% | $96,139-43.6% | $167,490-67.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 2.64% | 189.88%-187.2pp | 191.94%-189.3pp | 478.56%-475.9pp |
| Employer contribution / active EE | $1,316 | $3,427-61.6% | $2,797-53.0% | $4,837-72.8% |
| Participant deferral / active EE | $7,723 | $5,194+48.7% | $4,349+77.6% | $6,341+21.8% |
| Admin fee / account holder | $6,707 | $6,897-2.8% | $5,537+21.1% | $12,309-45.5% |