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 | $157,789 | $210,648-25.1% | $177,989-11.3% | $145,922+8.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.73% | 385.86%-381.1pp | 294.48%-289.8pp | 561.29%-556.6pp |
| Employer contribution / active EE | $7,958 | $4,565+74.3% | $3,949+101.5% | $4,660+70.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3,702 | $12,013-69.2% | $10,363-64.3% | $13,397-72.4% |