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 | $64,895 | $198,466-67.3% | $170,442-61.9% | $147,584-56.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.44% | 257.29%-250.9pp | 205.93%-199.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $1,462 | $6,184-76.4% | $5,433-73.1% | $4,876-70.0% |
| Participant deferral / active EE | $8,364 | $5,629+48.6% | $4,939+69.3% | $5,439+53.8% |
| Admin fee / account holder | $97,918 | $16,852+481.1% | $13,880+605.4% | $10,885+799.5% |