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 | $50,382 | $175,202-71.2% | $149,673-66.3% | $139,434-63.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.85% | 166.71%-156.9pp | 134.42%-124.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $5,507 | $5,474+0.6% | $4,818+14.3% | $4,751+15.9% |
| Participant deferral / active EE | $9,167 | $6,519+40.6% | $5,680+61.4% | $6,710+36.6% |
| Admin fee / account holder | $1,040 | $16,150-93.6% | $13,210-92.1% | $11,403-90.9% |