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 | $51,456 | $175,202-70.6% | $149,673-65.6% | $139,434-63.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 7.66% | 166.71%-159.1pp | 134.42%-126.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $5,065 | $5,474-7.5% | $4,818+5.1% | $4,751+6.6% |
| Participant deferral / active EE | $7,125 | $6,519+9.3% | $5,680+25.4% | $6,710+6.2% |
| Admin fee / account holder | $399,896 | $16,150+2376.1% | $13,210+2927.3% | $11,403+3407.1% |