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 | $53,315 | $72,071-26.0% | $68,368-22.0% | $137,256-61.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.89% | 353.14%-343.3pp | 292.57%-282.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,729 | $2,788-2.1% | $2,649+3.0% | $4,156-34.3% |
| Participant deferral / active EE | $8,230 | $4,410+86.6% | $4,123+99.6% | $6,407+28.5% |
| Admin fee / account holder | $531 | $5,336-90.0% | $5,150-89.7% | $12,270-95.7% |