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 | $119,310 | $158,398-24.7% | $126,539-5.7% | $142,382-16.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.13% | 593.76%-584.6pp | 425.95%-416.8pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,589 | $4,650-65.8% | $3,674-56.7% | $4,299-63.0% |
| Participant deferral / active EE | $3,433 | $4,767-28.0% | $4,083-15.9% | $6,507-47.2% |
| Admin fee / account holder | $18,362 | $6,918+165.4% | $6,065+202.8% | $12,624+45.5% |