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 | $89,905 | $202,318-55.6% | $172,739-48.0% | $152,861-41.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.40% | 1029.65%-1018.3pp | 802.84%-791.4pp | 345.32%-333.9pp |
| Employer contribution / active EE | $3,095 | $5,856-47.1% | $5,143-39.8% | $4,762-35.0% |
| Participant deferral / active EE | $4,167 | $5,948-29.9% | $5,198-19.8% | $5,850-28.8% |
| Admin fee / account holder | $4,276 | $17,109-75.0% | $13,954-69.4% | $11,596-63.1% |