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 | $173,983 | $99,020+75.7% | $86,590+100.9% | $147,584+17.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 1.99% | 1312.34%-1310.3pp | 964.84%-962.9pp | 578.55%-576.6pp |
| Employer contribution / active EE | $1,862 | $3,132-40.6% | $2,839-34.4% | $4,876-61.8% |
| Participant deferral / active EE | $2,358 | $3,972-40.6% | $3,609-34.7% | $5,439-56.6% |
| Admin fee / account holder | $472 | $5,710-91.7% | $4,906-90.4% | $10,885-95.7% |