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 8-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 | $77,499 | $202,318-61.7% | $172,739-55.1% | $152,861-49.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.74% | 1029.65%-1021.9pp | 802.84%-795.1pp | 345.32%-337.6pp |
| Employer contribution / active EE | $5,072 | $5,856-13.4% | $5,143-1.4% | $4,762+6.5% |
| Participant deferral / active EE | $5,839 | $5,948-1.8% | $5,198+12.3% | $5,850-0.2% |
| Admin fee / account holder | $588 | $17,109-96.6% | $13,954-95.8% | $11,596-94.9% |