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 | $39,602 | $96,305-58.9% | $80,569-50.8% | $139,434-71.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 3.63% | 1350.08%-1346.5pp | 935.43%-931.8pp | 372.94%-369.3pp |
| Employer contribution / active EE | $6,391 | $3,262+95.9% | $2,723+134.7% | $4,751+34.5% |
| Participant deferral / active EE | $3,615 | $5,232-30.9% | $4,447-18.7% | $6,710-46.1% |
| Admin fee / account holder | $1,738 | $6,599-73.7% | $5,377-67.7% | $11,403-84.8% |