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 | $59,351 | $209,411-71.7% | $178,490-66.7% | $158,922-62.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.42% | 188.75%-185.3pp | 151.07%-147.7pp | 302.83%-299.4pp |
| Employer contribution / active EE | $6,250 | $5,706+9.5% | $5,011+24.7% | $4,761+31.3% |
| Participant deferral / active EE | $4,061 | $5,954-31.8% | $5,202-21.9% | $5,982-32.1% |
| Admin fee / account holder | $746,342 | $17,074+4271.1% | $13,984+5237.2% | $11,246+6536.7% |