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 | $57,254 | $176,056-67.5% | $159,436-64.1% | $167,490-65.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.26% | 331.75%-326.5pp | 263.57%-258.3pp | 478.56%-473.3pp |
| Employer contribution / active EE | $1,668 | $5,297-68.5% | $4,829-65.5% | $4,837-65.5% |
| Participant deferral / active EE | $6,900 | $7,750-11.0% | $7,352-6.1% | $6,341+8.8% |
| Admin fee / account holder | $541 | $12,554-95.7% | $10,799-95.0% | $12,309-95.6% |