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 | $39,452 | $209,411-81.2% | $178,490-77.9% | $158,922-75.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.94% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $10,313 | $5,706+80.7% | $5,011+105.8% | $4,761+116.6% |
| Participant deferral / active EE | $10,722 | $5,954+80.1% | $5,202+106.1% | $5,982+79.2% |
| Admin fee / account holder | $2,092 | $17,074-87.7% | $13,984-85.0% | $11,246-81.4% |