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 | $69,484 | $111,535-37.7% | $105,223-34.0% | $137,256-49.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 1.85% | 237.85%-236.0pp | 180.65%-178.8pp | 220.34%-218.5pp |
| Employer contribution / active EE | $2,973 | $3,939-24.5% | $3,689-19.4% | $4,156-28.5% |
| Participant deferral / active EE | $4,190 | $5,500-23.8% | $5,072-17.4% | $6,407-34.6% |
| Admin fee / account holder | $99,841 | $9,721+927.0% | $8,859+1027.0% | $12,270+713.7% |