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 | $73,308 | $105,998-30.8% | $92,233-20.5% | $147,584-50.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.49% | 50.05%-41.6pp | 176.28%-167.8pp | 578.55%-570.1pp |
| Employer contribution / active EE | $4,195 | $4,333-3.2% | $3,679+14.0% | $4,876-14.0% |
| Participant deferral / active EE | $5,636 | $4,478+25.9% | $3,897+44.6% | $5,439+3.6% |
| Admin fee / account holder | $2,878 | $6,332-54.5% | $5,194-44.6% | $10,885-73.6% |