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 | $73,562 | $198,466-62.9% | $170,442-56.8% | $147,584-50.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.14% | 257.29%-250.2pp | 205.93%-198.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $5,740 | $6,184-7.2% | $5,433+5.7% | $4,876+17.7% |
| Participant deferral / active EE | $6,026 | $5,629+7.0% | $4,939+22.0% | $5,439+10.8% |
| Admin fee / account holder | $346 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |