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 | $45,282 | $198,466-77.2% | $170,442-73.4% | $147,584-69.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.87% | 257.29%-250.4pp | 205.93%-199.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $4,858 | $6,184-21.4% | $5,433-10.6% | $4,876-0.4% |
| Participant deferral / active EE | $4,465 | $5,629-20.7% | $4,939-9.6% | $5,439-17.9% |
| Admin fee / account holder | $1,045 | $16,852-93.8% | $13,880-92.5% | $10,885-90.4% |