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 | $55,767 | $202,318-72.4% | $172,739-67.7% | $152,861-63.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.78% | 1029.65%-1025.9pp | 802.84%-799.1pp | 345.32%-341.5pp |
| Employer contribution / active EE | $3,395 | $5,856-42.0% | $5,143-34.0% | $4,762-28.7% |
| Participant deferral / active EE | $2,447 | $5,948-58.9% | $5,198-52.9% | $5,850-58.2% |
| Admin fee / account holder | $557 | $17,109-96.7% | $13,954-96.0% | $11,596-95.2% |