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 | $47,832 | $202,432-76.4% | $169,368-71.8% | $139,434-65.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.39% | 531.74%-524.4pp | 405.60%-398.2pp | 372.94%-365.6pp |
| Employer contribution / active EE | $8,169 | $4,692+74.1% | $4,013+103.6% | $4,751+72.0% |
| Participant deferral / active EE | $6,272 | $6,938-9.6% | $6,221+0.8% | $6,710-6.5% |
| Admin fee / account holder | $51,576 | $10,708+381.7% | $9,003+472.9% | $11,403+352.3% |