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 | $137,755 | $176,056-21.8% | $159,436-13.6% | $167,490-17.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.34% | 331.75%-327.4pp | 263.57%-259.2pp | 478.56%-474.2pp |
| Employer contribution / active EE | $2,652 | $5,297-49.9% | $4,829-45.1% | $4,837-45.2% |
| Participant deferral / active EE | $11,194 | $7,750+44.4% | $7,352+52.3% | $6,341+76.5% |
| Admin fee / account holder | $780 | $12,554-93.8% | $10,799-92.8% | $12,309-93.7% |