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 | $138,839 | $183,963-24.5% | $162,163-14.4% | $152,861-9.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.38% | 150.76%-141.4pp | 115.59%-106.2pp | 345.32%-335.9pp |
| Employer contribution / active EE | $4,766 | $6,371-25.2% | $5,614-15.1% | $4,762+0.1% |
| Participant deferral / active EE | $7,193 | $8,034-10.5% | $7,298-1.4% | $5,850+23.0% |
| Admin fee / account holder | $58,448 | $13,121+345.4% | $10,843+439.1% | $11,596+404.0% |