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 | $85,804 | $202,318-57.6% | $172,739-50.3% | $152,861-43.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 9.34% | 1029.65%-1020.3pp | 802.84%-793.5pp | 345.32%-336.0pp |
| Employer contribution / active EE | $5,286 | $5,856-9.7% | $5,143+2.8% | $4,762+11.0% |
| Participant deferral / active EE | $5,924 | $5,948-0.4% | $5,198+14.0% | $5,850+1.3% |
| Admin fee / account holder | $1,073 | $17,109-93.7% | $13,954-92.3% | $11,596-90.7% |