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 | $48,051 | $102,966-53.3% | $90,281-46.8% | $152,861-68.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.78% | 95.16%-92.4pp | 78.10%-75.3pp | 345.32%-342.5pp |
| Employer contribution / active EE | $3,262 | $3,139+3.9% | $2,854+14.3% | $4,762-31.5% |
| Participant deferral / active EE | $1,502 | $4,281-64.9% | $3,885-61.4% | $5,850-74.3% |
| Admin fee / account holder | $16,578 | $6,171+168.7% | $5,351+209.8% | $11,596+43.0% |