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 | $70,824 | $202,318-65.0% | $172,739-59.0% | $152,861-53.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.96% | 1029.65%-1027.7pp | 802.84%-800.9pp | 345.32%-343.4pp |
| Employer contribution / active EE | $8,921 | $5,856+52.3% | $5,143+73.5% | $4,762+87.3% |
| Participant deferral / active EE | $6,087 | $5,948+2.3% | $5,198+17.1% | $5,850+4.1% |
| Admin fee / account holder | $2,362 | $17,109-86.2% | $13,954-83.1% | $11,596-79.6% |