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 | $69,911 | $209,411-66.6% | $178,490-60.8% | $158,922-56.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.38% | 188.75%-185.4pp | 151.07%-147.7pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,787 | $5,706-68.7% | $5,011-64.3% | $4,761-62.5% |
| Participant deferral / active EE | $6,632 | $5,954+11.4% | $5,202+27.5% | $5,982+10.9% |
| Admin fee / account holder | $2,826 | $17,074-83.4% | $13,984-79.8% | $11,246-74.9% |