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 | $70,636 | $202,318-65.1% | $172,739-59.1% | $152,861-53.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.46% | 1029.65%-1022.2pp | 802.84%-795.4pp | 345.32%-337.9pp |
| Employer contribution / active EE | $6,248 | $5,856+6.7% | $5,143+21.5% | $4,762+31.2% |
| Participant deferral / active EE | $5,787 | $5,948-2.7% | $5,198+11.3% | $5,850-1.1% |
| Admin fee / account holder | $1,601 | $17,109-90.6% | $13,954-88.5% | $11,596-86.2% |