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 | $100,939 | $118,680-14.9% | $98,907+2.1% | $158,922-36.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -0.42% | 372.35%-372.8pp | 196.43%-196.8pp | 302.83%-303.2pp |
| Employer contribution / active EE | $768 | $3,333-77.0% | $2,689-71.5% | $4,761-83.9% |
| Participant deferral / active EE | $1,444 | $5,088-71.6% | $4,244-66.0% | $5,982-75.9% |
| Admin fee / account holder | $46,809 | $10,131+362.0% | $6,642+604.8% | $11,246+316.2% |