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 | $97,928 | $202,318-51.6% | $172,739-43.3% | $152,861-35.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.38% | 1029.65%-1026.3pp | 802.84%-799.5pp | 345.32%-341.9pp |
| Employer contribution / active EE | $7,370 | $5,856+25.8% | $5,143+43.3% | $4,762+54.7% |
| Participant deferral / active EE | $7,933 | $5,948+33.4% | $5,198+52.6% | $5,850+35.6% |
| Admin fee / account holder | $455 | $17,109-97.3% | $13,954-96.7% | $11,596-96.1% |