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 | $112,991 | $202,318-44.2% | $172,739-34.6% | $152,861-26.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.25% | 1029.65%-1024.4pp | 802.84%-797.6pp | 345.32%-340.1pp |
| Employer contribution / active EE | $7,133 | $5,856+21.8% | $5,143+38.7% | $4,762+49.8% |
| Participant deferral / active EE | $6,692 | $5,948+12.5% | $5,198+28.8% | $5,850+14.4% |
| Admin fee / account holder | $6,059 | $17,109-64.6% | $13,954-56.6% | $11,596-47.8% |