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 | $52,342 | $74,888-30.1% | $71,209-26.5% | $142,382-63.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.55% | 345.14%-340.6pp | 282.51%-278.0pp | 217.08%-212.5pp |
| Employer contribution / active EE | $5,412 | $2,854+89.6% | $2,721+98.9% | $4,299+25.9% |
| Participant deferral / active EE | $1,380 | $4,454-69.0% | $4,175-66.9% | $6,507-78.8% |
| Admin fee / account holder | $13,456 | $5,568+141.6% | $5,349+151.6% | $12,624+6.6% |