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 | $60,372 | $209,411-71.2% | $178,490-66.2% | $158,922-62.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.72% | 188.75%-192.5pp | 151.07%-154.8pp | 302.83%-306.6pp |
| Employer contribution / active EE | $7,019 | $5,706+23.0% | $5,011+40.1% | $4,761+47.4% |
| Participant deferral / active EE | $4,534 | $5,954-23.9% | $5,202-12.8% | $5,982-24.2% |
| Admin fee / account holder | $17,374 | $17,074+1.8% | $13,984+24.2% | $11,246+54.5% |