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 | $53,051 | $202,432-73.8% | $169,368-68.7% | $139,434-62.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.48% | 531.74%-524.3pp | 405.60%-398.1pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,163 | $4,692-75.2% | $4,013-71.0% | $4,751-75.5% |
| Participant deferral / active EE | $1,444 | $6,938-79.2% | $6,221-76.8% | $6,710-78.5% |
| Admin fee / account holder | $51,527 | $10,708+381.2% | $9,003+472.3% | $11,403+351.9% |