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 | $70,205 | $107,334-34.6% | $92,893-24.4% | $152,861-54.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.44% | 145.58%-143.1pp | 109.41%-107.0pp | 345.32%-342.9pp |
| Employer contribution / active EE | $1,623 | $4,221-61.6% | $3,653-55.6% | $4,762-65.9% |
| Participant deferral / active EE | $1,770 | $4,845-63.5% | $4,236-58.2% | $5,850-69.7% |
| Admin fee / account holder | $5,788 | $7,079-18.2% | $5,794-0.1% | $11,596-50.1% |