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 | $86,135 | $144,119-40.2% | $117,854-26.9% | $147,584-41.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.91% | 531.15%-523.2pp | 335.08%-327.2pp | 578.55%-570.6pp |
| Employer contribution / active EE | $8,100 | $4,896+65.4% | $3,786+113.9% | $4,876+66.1% |
| Participant deferral / active EE | $21,000 | $5,316+295.0% | $4,482+368.6% | $5,439+286.1% |
| Admin fee / account holder | $392 | $10,886-96.4% | $8,020-95.1% | $10,885-96.4% |