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 | $41,190 | $144,119-71.4% | $117,854-65.1% | $147,584-72.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 4.89% | 531.15%-526.3pp | 335.08%-330.2pp | 578.55%-573.7pp |
| Employer contribution / active EE | $13,011 | $4,896+165.7% | $3,786+243.6% | $4,876+166.8% |
| Participant deferral / active EE | $4,558 | $5,316-14.3% | $4,482+1.7% | $5,439-16.2% |
| Admin fee / account holder | $1,869 | $10,886-82.8% | $8,020-76.7% | $10,885-82.8% |