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 | $104,737 | $202,318-48.2% | $172,739-39.4% | $152,861-31.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.35% | 1029.65%-1028.3pp | 802.84%-801.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $3,840 | $5,856-34.4% | $5,143-25.3% | $4,762-19.4% |
| Participant deferral / active EE | $3,541 | $5,948-40.5% | $5,198-31.9% | $5,850-39.5% |
| Admin fee / account holder | $2,780 | $17,109-83.8% | $13,954-80.1% | $11,596-76.0% |