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 | $98,317 | $202,318-51.4% | $172,739-43.1% | $152,861-35.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.55% | 1029.65%-1021.1pp | 802.84%-794.3pp | 345.32%-336.8pp |
| Employer contribution / active EE | $7,319 | $5,856+25.0% | $5,143+42.3% | $4,762+53.7% |
| Participant deferral / active EE | $6,855 | $5,948+15.3% | $5,198+31.9% | $5,850+17.2% |
| Admin fee / account holder | $508 | $17,109-97.0% | $13,954-96.4% | $11,596-95.6% |