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 | $143,715 | $209,832-31.5% | $189,513-24.2% | $167,490-14.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.24% | 748.27%-745.0pp | 555.15%-551.9pp | 478.56%-475.3pp |
| Employer contribution / active EE | $3,006 | $6,914-56.5% | $6,162-51.2% | $4,837-37.9% |
| Participant deferral / active EE | $4,009 | $8,935-55.1% | $8,221-51.2% | $6,341-36.8% |
| Admin fee / account holder | $8,229 | $14,293-42.4% | $12,045-31.7% | $12,309-33.1% |