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 | $82,849 | $202,318-59.1% | $172,739-52.0% | $152,861-45.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.84% | 1029.65%-1022.8pp | 802.84%-796.0pp | 345.32%-338.5pp |
| Employer contribution / active EE | $13,625 | $5,856+132.7% | $5,143+164.9% | $4,762+186.1% |
| Participant deferral / active EE | $10,524 | $5,948+76.9% | $5,198+102.5% | $5,850+79.9% |
| Admin fee / account holder | $6,136 | $17,109-64.1% | $13,954-56.0% | $11,596-47.1% |