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 | $103,080 | $198,466-48.1% | $170,442-39.5% | $147,584-30.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.53% | 257.29%-256.8pp | 205.93%-205.4pp | 578.55%-578.0pp |
| Employer contribution / active EE | $5,292 | $6,184-14.4% | $5,433-2.6% | $4,876+8.5% |
| Participant deferral / active EE | $9,600 | $5,629+70.5% | $4,939+94.4% | $5,439+76.5% |
| Admin fee / account holder | $32,231 | $16,852+91.3% | $13,880+132.2% | $10,885+196.1% |