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 | $34,876 | $198,466-82.4% | $170,442-79.5% | $147,584-76.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.19% | 257.29%-250.1pp | 205.93%-198.7pp | 578.55%-571.4pp |
| Employer contribution / active EE | $2,094 | $6,184-66.1% | $5,433-61.4% | $4,876-57.0% |
| Participant deferral / active EE | $6,098 | $5,629+8.3% | $4,939+23.5% | $5,439+12.1% |
| Admin fee / account holder | $226,326 | $16,852+1243.0% | $13,880+1530.5% | $10,885+1979.2% |