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 | $45,494 | $96,305-52.8% | $80,569-43.5% | $139,434-67.4% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 1.51% | 1350.08%-1348.6pp | 935.43%-933.9pp | 372.94%-371.4pp |
| Employer contribution / active EE | $2,943 | $3,262-9.8% | $2,723+8.1% | $4,751-38.0% |
| Participant deferral / active EE | $4,983 | $5,232-4.8% | $4,447+12.0% | $6,710-25.7% |
| Admin fee / account holder | $8,794 | $6,599+33.3% | $5,377+63.6% | $11,403-22.9% |