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 | $69,629 | $104,664-33.5% | $85,682-18.7% | $167,490-58.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.03% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.5pp |
| Employer contribution / active EE | $1,619 | $3,337-51.5% | $2,618-38.2% | $4,837-66.5% |
| Participant deferral / active EE | $26,790 | $4,824+455.3% | $3,923+583.0% | $6,341+322.5% |
| Admin fee / account holder | $1,136 | $10,032-88.7% | $6,873-83.5% | $12,309-90.8% |