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 | $32,628 | $202,318-83.9% | $172,739-81.1% | $152,861-78.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.02% | 1029.65%-1025.6pp | 802.84%-798.8pp | 345.32%-341.3pp |
| Employer contribution / active EE | $4,298 | $5,856-26.6% | $5,143-16.4% | $4,762-9.8% |
| Participant deferral / active EE | $7,579 | $5,948+27.4% | $5,198+45.8% | $5,850+29.6% |
| Admin fee / account holder | $188,806 | $17,109+1003.6% | $13,954+1253.1% | $11,596+1528.1% |