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 | $78,161 | $99,020-21.1% | $86,590-9.7% | $147,584-47.0% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 3.17% | 1312.34%-1309.2pp | 964.84%-961.7pp | 578.55%-575.4pp |
| Employer contribution / active EE | $2,581 | $3,132-17.6% | $2,839-9.1% | $4,876-47.1% |
| Participant deferral / active EE | $5,663 | $3,972+42.6% | $3,609+56.9% | $5,439+4.1% |
| Admin fee / account holder | $12,773 | $5,710+123.7% | $4,906+160.4% | $10,885+17.3% |