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 9-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 | $68,007 | $111,814-39.2% | $93,654-27.4% | $145,959-53.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.87% | 203.30%-200.4pp | 133.34%-130.5pp | 561.95%-559.1pp |
| Employer contribution / active EE | $2,697 | $3,092-12.8% | $2,421+11.4% | $4,661-42.1% |
| Participant deferral / active EE | $5,399 | $4,914+9.9% | $4,413+22.3% | $6,689-19.3% |
| Admin fee / account holder | $2,866 | $10,246-72.0% | $8,282-65.4% | $13,398-78.6% |