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 | $78,255 | $171,865-54.5% | $149,718-47.7% | $147,584-47.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.09% | 2113.22%-2107.1pp | 1501.63%-1495.5pp | 578.55%-572.5pp |
| Employer contribution / active EE | $3,677 | $6,275-41.4% | $5,445-32.5% | $4,876-24.6% |
| Participant deferral / active EE | $7,059 | $7,271-2.9% | $6,569+7.5% | $5,439+29.8% |
| Admin fee / account holder | $104,240 | $13,799+655.4% | $11,283+823.9% | $10,885+857.6% |