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 | $65,009 | $202,318-67.9% | $172,739-62.4% | $152,861-57.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.20% | 1029.65%-1019.5pp | 802.84%-792.6pp | 345.32%-335.1pp |
| Employer contribution / active EE | $2,427 | $5,856-58.5% | $5,143-52.8% | $4,762-49.0% |
| Participant deferral / active EE | $8,987 | $5,948+51.1% | $5,198+72.9% | $5,850+53.6% |
| Admin fee / account holder | $18,320 | $17,109+7.1% | $13,954+31.3% | $11,596+58.0% |