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 | $89,012 | $202,318-56.0% | $172,739-48.5% | $152,861-41.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.65% | 1029.65%-1019.0pp | 802.84%-792.2pp | 345.32%-334.7pp |
| Employer contribution / active EE | $7,038 | $5,856+20.2% | $5,143+36.9% | $4,762+47.8% |
| Participant deferral / active EE | $14,239 | $5,948+139.4% | $5,198+174.0% | $5,850+143.4% |
| Admin fee / account holder | $94,333 | $17,109+451.4% | $13,954+576.0% | $11,596+713.5% |