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 | $77,743 | $74,888+3.8% | $71,209+9.2% | $142,382-45.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 2.54% | 345.14%-342.6pp | 282.51%-280.0pp | 217.08%-214.5pp |
| Employer contribution / active EE | $8,243 | $2,854+188.8% | $2,721+202.9% | $4,299+91.7% |
| Participant deferral / active EE | $3,253 | $4,454-27.0% | $4,175-22.1% | $6,507-50.0% |
| Admin fee / account holder | $607 | $5,568-89.1% | $5,349-88.6% | $12,624-95.2% |