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 | $67,009 | $198,466-66.2% | $170,442-60.7% | $147,584-54.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.08% | 257.29%-253.2pp | 205.93%-201.8pp | 578.55%-574.5pp |
| Employer contribution / active EE | $5,633 | $6,184-8.9% | $5,433+3.7% | $4,876+15.5% |
| Participant deferral / active EE | $3,758 | $5,629-33.2% | $4,939-23.9% | $5,439-30.9% |
| Admin fee / account holder | $561 | $16,852-96.7% | $13,880-96.0% | $10,885-94.8% |