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 | $55,783 | $176,056-68.3% | $159,436-65.0% | $167,490-66.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.40% | 331.75%-324.3pp | 263.57%-256.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $3,676 | $5,297-30.6% | $4,829-23.9% | $4,837-24.0% |
| Participant deferral / active EE | $8,373 | $7,750+8.0% | $7,352+13.9% | $6,341+32.0% |
| Admin fee / account holder | $46,614 | $12,554+271.3% | $10,799+331.7% | $12,309+278.7% |