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 | $51,571 | $202,318-74.5% | $172,739-70.1% | $152,861-66.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.52% | 1029.65%-1018.1pp | 802.84%-791.3pp | 345.32%-333.8pp |
| Employer contribution / active EE | $3,806 | $5,856-35.0% | $5,143-26.0% | $4,762-20.1% |
| Participant deferral / active EE | $4,689 | $5,948-21.2% | $5,198-9.8% | $5,850-19.8% |
| Admin fee / account holder | $99,433 | $17,109+481.2% | $13,954+612.6% | $11,596+757.4% |