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 | $93,173 | $158,398-41.2% | $126,539-26.4% | $142,382-34.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.56% | 593.76%-585.2pp | 425.95%-417.4pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,089 | $4,650-33.6% | $3,674-15.9% | $4,299-28.2% |
| Participant deferral / active EE | $5,155 | $4,767+8.1% | $4,083+26.3% | $6,507-20.8% |
| Admin fee / account holder | $1,162 | $6,918-83.2% | $6,065-80.8% | $12,624-90.8% |