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 | $86,946 | $144,119-39.7% | $117,854-26.2% | $147,584-41.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.17% | 531.15%-529.0pp | 335.08%-332.9pp | 578.55%-576.4pp |
| Employer contribution / active EE | $992 | $4,896-79.8% | $3,786-73.8% | $4,876-79.7% |
| Participant deferral / active EE | $3,037 | $5,316-42.9% | $4,482-32.2% | $5,439-44.2% |
| Admin fee / account holder | $917 | $10,886-91.6% | $8,020-88.6% | $10,885-91.6% |