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 | $114,930 | $183,963-37.5% | $162,163-29.1% | $152,861-24.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.17% | 150.76%-144.6pp | 115.59%-109.4pp | 345.32%-339.2pp |
| Employer contribution / active EE | $2,351 | $6,371-63.1% | $5,614-58.1% | $4,762-50.6% |
| Participant deferral / active EE | $6,675 | $8,034-16.9% | $7,298-8.5% | $5,850+14.1% |
| Admin fee / account holder | $1,038 | $13,121-92.1% | $10,843-90.4% | $11,596-91.0% |