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 | $51,525 | $165,335-68.8% | $149,696-65.6% | $158,922-67.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.99% | 348.15%-342.2pp | 276.60%-270.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $4,052 | $5,103-20.6% | $4,644-12.8% | $4,761-14.9% |
| Participant deferral / active EE | $4,369 | $7,181-39.2% | $6,842-36.1% | $5,982-27.0% |
| Admin fee / account holder | $2,944 | $10,807-72.8% | $9,309-68.4% | $11,246-73.8% |