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 | $105,087 | $202,318-48.1% | $172,739-39.2% | $152,861-31.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.90% | 1029.65%-1018.8pp | 802.84%-791.9pp | 345.32%-334.4pp |
| Employer contribution / active EE | $6,785 | $5,856+15.9% | $5,143+31.9% | $4,762+42.5% |
| Participant deferral / active EE | $6,981 | $5,948+17.4% | $5,198+34.3% | $5,850+19.3% |
| Admin fee / account holder | $4,242 | $17,109-75.2% | $13,954-69.6% | $11,596-63.4% |