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 | $131,062 | $171,865-23.7% | $149,718-12.5% | $147,584-11.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.71% | 2113.22%-2105.5pp | 1501.63%-1493.9pp | 578.55%-570.8pp |
| Employer contribution / active EE | $3,862 | $6,275-38.5% | $5,445-29.1% | $4,876-20.8% |
| Participant deferral / active EE | $8,533 | $7,271+17.4% | $6,569+29.9% | $5,439+56.9% |
| Admin fee / account holder | $10,634 | $13,799-22.9% | $11,283-5.7% | $10,885-2.3% |