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 | $51,463 | $111,535-53.9% | $105,223-51.1% | $137,256-62.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.12% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $2,472 | $3,939-37.2% | $3,689-33.0% | $4,156-40.5% |
| Participant deferral / active EE | $2,421 | $5,500-56.0% | $5,072-52.3% | $6,407-62.2% |
| Admin fee / account holder | $615 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |