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 | $61,916 | $202,318-69.4% | $172,739-64.2% | $152,861-59.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 1.90% | 1029.65%-1027.7pp | 802.84%-800.9pp | 345.32%-343.4pp |
| Employer contribution / active EE | $2,506 | $5,856-57.2% | $5,143-51.3% | $4,762-47.4% |
| Participant deferral / active EE | $7,305 | $5,948+22.8% | $5,198+40.5% | $5,850+24.9% |
| Admin fee / account holder | $3,344 | $17,109-80.5% | $13,954-76.0% | $11,596-71.2% |