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 | $85,483 | $202,318-57.7% | $172,739-50.5% | $152,861-44.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.28% | 1029.65%-1018.4pp | 802.84%-791.6pp | 345.32%-334.0pp |
| Employer contribution / active EE | $5,611 | $5,856-4.2% | $5,143+9.1% | $4,762+17.8% |
| Participant deferral / active EE | $5,396 | $5,948-9.3% | $5,198+3.8% | $5,850-7.8% |
| Admin fee / account holder | $1,240 | $17,109-92.8% | $13,954-91.1% | $11,596-89.3% |