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 | $44,879 | $209,411-78.6% | $178,490-74.9% | $158,922-71.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.19% | 188.75%-185.6pp | 151.07%-147.9pp | 302.83%-299.6pp |
| Employer contribution / active EE | $3,461 | $5,706-39.4% | $5,011-30.9% | $4,761-27.3% |
| Participant deferral / active EE | $6,902 | $5,954+15.9% | $5,202+32.7% | $5,982+15.4% |
| Admin fee / account holder | $133,436 | $17,074+681.5% | $13,984+854.2% | $11,246+1086.6% |