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 | $94,809 | $198,466-52.2% | $170,442-44.4% | $147,584-35.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.62% | 257.29%-249.7pp | 205.93%-198.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $5,424 | $6,184-12.3% | $5,433-0.2% | $4,876+11.2% |
| Participant deferral / active EE | $5,005 | $5,629-11.1% | $4,939+1.3% | $5,439-8.0% |
| Admin fee / account holder | $2,137 | $16,852-87.3% | $13,880-84.6% | $10,885-80.4% |