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 6-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 | $56,166 | $102,604-45.3% | $86,188-34.8% | $139,434-59.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.29% | 1922.51%-1916.2pp | 1168.45%-1162.2pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,226 | $3,032-26.6% | $2,380-6.5% | $4,751-53.2% |
| Participant deferral / active EE | $2,345 | $4,676-49.9% | $3,985-41.2% | $6,710-65.1% |
| Admin fee / account holder | $1,184 | $8,657-86.3% | $6,852-82.7% | $11,403-89.6% |