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 | $113,169 | $144,119-21.5% | $117,854-4.0% | $147,584-23.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 4.28% | 531.15%-526.9pp | 335.08%-330.8pp | 578.55%-574.3pp |
| Employer contribution / active EE | $1,778 | $4,896-63.7% | $3,786-53.1% | $4,876-63.5% |
| Participant deferral / active EE | $8,060 | $5,316+51.6% | $4,482+79.8% | $5,439+48.2% |
| Admin fee / account holder | $3,334 | $10,886-69.4% | $8,020-58.4% | $10,885-69.4% |