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 | $74,240 | $99,020-25.0% | $86,590-14.3% | $147,584-49.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 8.16% | 1312.34%-1304.2pp | 964.84%-956.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $3,299 | $3,132+5.3% | $2,839+16.2% | $4,876-32.4% |
| Participant deferral / active EE | $4,913 | $3,972+23.7% | $3,609+36.1% | $5,439-9.7% |
| Admin fee / account holder | $17,255 | $5,710+202.2% | $4,906+251.7% | $10,885+58.5% |