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 | $69,207 | $58,927+17.4% | $76,817-9.9% | $72,985-5.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 0.79% | 2305.64%-2304.9pp | 1166.11%-1165.3pp | 81.00%-80.2pp |
| Employer contribution / active EE | $3,925 | $1,787+119.7% | $2,302+70.5% | $2,440+60.9% |
| Participant deferral / active EE | $1,284 | $2,690-52.3% | $3,336-61.5% | $3,607-64.4% |
| Admin fee / account holder | $453 | $4,013-88.7% | $6,420-92.9% | $5,124-91.2% |