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 | $81,697 | $202,318-59.6% | $172,739-52.7% | $152,861-46.6% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 11.67% | 1029.65%-1018.0pp | 802.84%-791.2pp | 345.32%-333.6pp |
| Employer contribution / active EE | $4,644 | $5,856-20.7% | $5,143-9.7% | $4,762-2.5% |
| Participant deferral / active EE | $5,917 | $5,948-0.5% | $5,198+13.8% | $5,850+1.1% |
| Admin fee / account holder | $1,248 | $17,109-92.7% | $13,954-91.1% | $11,596-89.2% |