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 | $90,702 | $124,185-27.0% | $108,410-16.3% | $167,490-45.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.51% | 1379.64%-1371.1pp | 905.27%-896.8pp | 478.56%-470.1pp |
| Employer contribution / active EE | $10,021 | $4,187+139.4% | $3,558+181.6% | $4,837+107.1% |
| Participant deferral / active EE | $7,505 | $6,908+8.6% | $6,563+14.4% | $6,341+18.3% |
| Admin fee / account holder | $3,779 | $9,455-60.0% | $7,295-48.2% | $12,309-69.3% |