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 | $52,946 | $58,208-9.0% | $81,812-35.3% | $80,856-34.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.74% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,343 | $2,340+85.6% | $2,912+49.1% | $2,755+57.6% |
| Participant deferral / active EE | $3,882 | $3,281+18.3% | $4,319-10.1% | $4,296-9.6% |
| Admin fee / account holder | $4,743 | $4,981-4.8% | $7,386-35.8% | $6,918-31.4% |