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 | $94,609 | $104,907-9.8% | $84,611+11.8% | $152,861-38.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 1.07% | 373.79%-372.7pp | 258.74%-257.7pp | 345.32%-344.2pp |
| Employer contribution / active EE | $5,026 | $3,302+52.2% | $2,652+89.5% | $4,762+5.5% |
| Participant deferral / active EE | $4,158 | $4,688-11.3% | $3,899+6.7% | $5,850-28.9% |
| Admin fee / account holder | $361 | $6,241-94.2% | $4,912-92.6% | $11,596-96.9% |