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 | $73,286 | $102,966-28.8% | $90,281-18.8% | $152,861-52.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.60% | 95.16%-88.6pp | 78.10%-71.5pp | 345.32%-338.7pp |
| Employer contribution / active EE | $2,937 | $3,139-6.4% | $2,854+2.9% | $4,762-38.3% |
| Participant deferral / active EE | $2,032 | $4,281-52.5% | $3,885-47.7% | $5,850-65.3% |
| Admin fee / account holder | $3,462 | $6,171-43.9% | $5,351-35.3% | $11,596-70.1% |