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 3-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 | $36,359 | $68,097-46.6% | $62,929-42.2% | $137,256-73.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 7.45% | 1859.11%-1851.7pp | 1063.93%-1056.5pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,146 | $2,811-23.7% | $2,505-14.3% | $4,156-48.4% |
| Participant deferral / active EE | $2,926 | $4,553-35.7% | $3,888-24.7% | $6,407-54.3% |
| Admin fee / account holder | $10,762 | $6,521+65.0% | $5,065+112.5% | $12,270-12.3% |