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 | $45,140 | $56,114-19.6% | $96,139-53.0% | $85,850-47.4% |
| Participation rate | 98.6% | 56.7%+41.9pp | 68.4%+30.1pp | 69.3%+29.3pp |
| Annual return | 6.64% | 42.30%-35.7pp | 191.94%-185.3pp | 318.53%-311.9pp |
| Employer contribution / active EE | $6,991 | $1,620+331.6% | $2,797+150.0% | $2,565+172.5% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,358 | $3,768+68.7% | $5,537+14.8% | $6,260+1.6% |