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 | $91,049 | $183,963-50.5% | $162,163-43.9% | $152,861-40.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.96% | 150.76%-145.8pp | 115.59%-110.6pp | 345.32%-340.4pp |
| Employer contribution / active EE | $4,592 | $6,371-27.9% | $5,614-18.2% | $4,762-3.6% |
| Participant deferral / active EE | $6,233 | $8,034-22.4% | $7,298-14.6% | $5,850+6.5% |
| Admin fee / account holder | $1,262 | $13,121-90.4% | $10,843-88.4% | $11,596-89.1% |