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 | $81,255 | $198,466-59.1% | $170,442-52.3% | $147,584-44.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.74% | 257.29%-256.6pp | 205.93%-205.2pp | 578.55%-577.8pp |
| Employer contribution / active EE | $1,895 | $6,184-69.4% | $5,433-65.1% | $4,876-61.1% |
| Participant deferral / active EE | $9,920 | $5,629+76.2% | $4,939+100.8% | $5,439+82.4% |
| Admin fee / account holder | $434 | $16,852-97.4% | $13,880-96.9% | $10,885-96.0% |