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 | $144,434 | $202,318-28.6% | $172,739-16.4% | $152,861-5.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.13% | 1029.65%-1028.5pp | 802.84%-801.7pp | 345.32%-344.2pp |
| Employer contribution / active EE | $7,457 | $5,856+27.3% | $5,143+45.0% | $4,762+56.6% |
| Participant deferral / active EE | $4,571 | $5,948-23.1% | $5,198-12.1% | $5,850-21.9% |
| Admin fee / account holder | $4,366 | $17,109-74.5% | $13,954-68.7% | $11,596-62.4% |