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 | $106,231 | $209,832-49.4% | $189,513-43.9% | $167,490-36.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.09% | 748.27%-742.2pp | 555.15%-549.1pp | 478.56%-472.5pp |
| Employer contribution / active EE | $7,149 | $6,914+3.4% | $6,162+16.0% | $4,837+47.8% |
| Participant deferral / active EE | $9,897 | $8,935+10.8% | $8,221+20.4% | $6,341+56.1% |
| Admin fee / account holder | $6,646 | $14,293-53.5% | $12,045-44.8% | $12,309-46.0% |