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 | $140,600 | $198,466-29.2% | $170,442-17.5% | $147,584-4.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.65% | 257.29%-250.6pp | 205.93%-199.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $2,781 | $6,184-55.0% | $5,433-48.8% | $4,876-43.0% |
| Participant deferral / active EE | $7,104 | $5,629+26.2% | $4,939+43.8% | $5,439+30.6% |
| Admin fee / account holder | $542,555 | $16,852+3119.6% | $13,880+3808.8% | $10,885+4884.3% |