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 | $76,047 | $126,574-39.9% | $106,213-28.4% | $145,922-47.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.66% | 224.79%-217.1pp | 116.14%-108.5pp | 561.29%-553.6pp |
| Employer contribution / active EE | $4,243 | $3,730+13.8% | $3,171+33.8% | $4,660-8.9% |
| Participant deferral / active EE | $5,850 | $5,724+2.2% | $5,016+16.6% | $6,688-12.5% |
| Admin fee / account holder | $1,020 | $17,304-94.1% | $11,033-90.8% | $13,397-92.4% |