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 | $78,392 | $202,318-61.3% | $172,739-54.6% | $152,861-48.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.56% | 1029.65%-1028.1pp | 802.84%-801.3pp | 345.32%-343.8pp |
| Employer contribution / active EE | $9,302 | $5,856+58.8% | $5,143+80.9% | $4,762+95.3% |
| Participant deferral / active EE | $5,556 | $5,948-6.6% | $5,198+6.9% | $5,850-5.0% |
| Admin fee / account holder | $434 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |