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 | $52,094 | $183,963-71.7% | $162,163-67.9% | $152,861-65.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1.88% | 150.76%-148.9pp | 115.59%-113.7pp | 345.32%-343.4pp |
| Employer contribution / active EE | $15,069 | $6,371+136.5% | $5,614+168.4% | $4,762+216.4% |
| Participant deferral / active EE | $9,639 | $8,034+20.0% | $7,298+32.1% | $5,850+64.8% |
| Admin fee / account holder | $2,498 | $13,121-81.0% | $10,843-77.0% | $11,596-78.5% |